OnboardingIQ Portal

The guided execution layer of your onboarding engine — where clients, teams, workflows, and AI come together to create consistent, confident onboarding.

Clear. Guided. Intelligent. Always up to date.

What OnboardingIQ Does

1. Guides Clients Through Their Journey

Clients see exactly what to do, when to do it, and how to succeed. No guesswork. No confusion.

A professional, supportive onboarding experience.

2. Gives Teams Real-Time Status

A complete client-by-client view of tasks, owners, deadlines, risks, and progress.

One dashboard. Zero blind spots.

3. Connects to Your Knowledge Hub

Every task is backed by structured knowledge, templates, resources, and AI support.

Guidance is always one click away.

4. Syncs With AI

AI guides clients and teams, answers questions, identifies risks, and interprets onboarding context.

AI inside onboarding — not bolted onto it.

Client View

A simple, guided, and supportive experience for new clients. They always know:

what they need to do
why it matters
when it’s due
how to complete it
who can help

Confidence from day one.

Team View

A powerful operational console for your internal teams:

task queues
ownership and assignments
client-by-client timelines
upcoming deadlines
task dependencies
AI-suggested next actions

Your team becomes proactive instead of reactive.

Automatically Updates as Processes Change

When your onboarding process changes, OnboardingIQ updates itself:

workflow steps adjust
tasks update
AI refreshes immediately
clients see correct instructions
teams receive change alerts
micro-learning appears inline

No rework. No outdated steps. No tribal knowledge.