Success plans

Streamline onboarding and implementations for new customers

Dock helps customer success teams improve the onboarding process with shared checklists and getting started resources.

Shared Plans and Resources

Implementation plans and getting started resources
all in one place

Collaborate with new customers

Give customers the ability to update implementation plan tasks, leave comments, and upload files.

Tasks with Context

Share descriptions, links, and files for each step

Dock supports PDFs, images, links,
embeds and custom widgets.

No more spreadsheets

Stop using that spreadsheet for implementations

Dock helps customer success teams level up the onboarding experience.

Assign tasks

Assign tasks to people or teams

Multi-phase plans

Easy to create multi-phase plans 

Automated due date reminders

Send task reminders to clients

Get started with Dock

Get Started