Templates and Duplication

Build a repeatable process that treats customers like VIPs

Dock makes it easy to duplicate spaces, so you can save time from customer to customer.

Company Templates

Create company templates to standardize process across the sales and customer success teams

Content Library

Client managers access approved content and plans to share with customers

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Embedded content

Mutual action plans

Implementation plans

Analytics and notifications

Content library

Repeatable process

Secure information sharing

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