In a recent episode of the My First Million Podcast, Shaan Puri—who sold his company to Amazon—talks about how Dock is solving a problem that two million businesses face in a year: customer onboarding.
Watch the clip
Read the transcript
Here's what Shaan had to say:
Can I tell you about a f***ing genius idea that came out of that? So you've probably done some onboarding with some software that you're trying to use or some company you're trying to use.
So for example, with this, with this bookkeeping company, right? The one I eventually hired for my e-commerce thing.
They sent me this like super long checklist. It was like, all right, um, great. Excited to work with you. "Do these 54 things and then we'll get started." Like that will be the start of your journey that will get you to the starting line.
"Go to Shopify, give us access. To do that, you need to go to view accounts, permissions, add us there, add us as a bookkeeper," blah, blah, blah.
"Now go to QuickBooks, do the same thing. Now go to Stripe, do the same thing. Now go to Bank of America. Do the same thing," like there was just all these f***ing steps. It was like "then send us this, then send us this." And it just felt—and it was all done in Excel, right?
So I discovered this startup that basically takes that process and it just wraps beautiful user experience around it. And I saw it and I was like, this is so smart.
I invested instantaneously, didn't have a meeting with the founder. I was like, I totally buy it. In fact, any word you say is only gonna make me less bullish on this idea because I am already convinced this is like one of the best ideas I've ever seen.
So it's called Dock. So it's dock.us.
So here's how it works: basically it just creates kind of like a Notion space. So the company who's trying to onboard you, they just create this thing that's just a beautiful experience that it's like, "Hey Sean, so glad to have you on board. The first three things we need to do are these three."
"Click the check box when you're done with them. So I'll know that you did it. If you have any questions, just put it in the comment thing here, or click this to watch our tutorial from our library that we have about how to do it."
And so it just turns that like back and forth email or like Excel spreadsheet, like um, janky thing into like workflow for a client and a service to onboard each other.
And I was like, dude, that's a problem that like, I don't know, 2 million businesses a year have with every one of their clients. This is gonna work. I think this is gonna work. What do you guys think of this idea?
Listen to the podcast
Shaan talks about Dock in the "5 Big Ideas for a Business" episode of My First Million from 40:00-44:17.