USE CASE:
CX & customer onboarding

Make customers feel well supported and valued

CX & ONBOARDING

Easily customize onboarding packs and customer support literature to suit individual accounts

Easily generate tailored onboarding materials

Use Turtl to equip account managers with the means of quickly and easily generating onboarding packs and the likes tailored to the specific customer's goals, integrations, use cases, team members and so forth. Every document will be on message, and on-brand, as controlled by the content creation and brand teams. All the account managers have to do is complete a form.

Track how customers engage with onboarding literature

Using Turtl's detailed reader tracking, you'll be able to see how much attention is given to your onboarding materials and who might benefit from slightly more hand-holding to get the information across and keep the account healthy.