Experto for onboarding and consulting
Go-live doesn't slip waiting on the client
Each client becomes a sub-account. Their point of contact sees only their pending items, with deadlines, and checks them off when they grant access, send the spreadsheet or sign off testing. You know whose turn it is, and since when.
Sound familiar?
The daily routine of almost every implementation, and what changes with Experto.
Today
The project stalled because the client didn't grant access, and nobody knows since when.
With Experto
Every client item has a deadline and is recorded. You can see how long it's been with them.
Today
Follow-ups turn into a chain of unanswered emails.
With Experto
The point of contact gets notified when there's something for them and completes it right in Experto.
Today
The schedule lives in a spreadsheet only the project manager understands.
With Experto
The client sees only their list of pending items, and the team sees everything, project by project.
Today
Each consultant tracks projects their own way, and nobody knows who's on what.
With Experto
With Pull and Push, each consultant pulls the tasks they'll work on, and everyone sees who they're with.
of onboarding professionals say holding customers accountable is a challenge.
Organizer
Every project on one screen
In the Organizer, lists sit side by side. Build a view of ongoing implementations, of client items or of one consultant, and see what's stuck.
- Create views by phase, by consultant or by client
- Filter by client and see who each task is with
- Drag to change the list or the order, without completing anything by mistake
Messages
The whole team on the same page
Did the implementation process change, or is there a new version of the system? The message reaches every consultant at the same time, without getting lost in a group chat.
- To everyone, only to who's online now or to the people you choose
- Marked as important, it stays on the web screen until the person clicks it, and the tab on the edge of the Mac screen pulses
- You see who read it, at what time, and everyone's reactions
Implementation use cases
Client pending items
A list open to the client with what depends on them: grant access, send data, sign off testing. The point of contact checks off what's done.
- Sub-accounts
- Reviewers
- Deadlines
Implementation phases
Client items, Internal validation and Configured, connected. Complete it in one, and the task moves to the next phase.
- Connected lists
Automatic kickoff
A contract signed in the CRM creates the kickoff task in the right list, through a webhook.
- Webhooks
Status for the client's director
Send a task's public link so someone without an account can follow along, with the attachments.
- Public link
From meeting to pending items
Ask your AI to turn the alignment meeting notes into client pending items, with deadlines.
- AI
- Deadlines
The team's portfolio
Each consultant pulls the tasks they'll work on, and leadership sees in the Organizer who each project is with.
- Pull and Push
- Organizer
Your clients pay nothing
Reviewers don't take a seat. Invite each client's point of contact, on any plan, and pay only for your team, from the third member on.
Put the client's part in plain sight
Create your consultancy's account, add your first client in implementation and invite their point of contact to their pending items. You can start today.
Free for up to 2 members. Reviewers are always free.