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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Streamline your client onboarding to ensure it is both repeatable and predictable, eliminating the chaos that can arise during setup. Create a serene and efficient workflow designed to set new clients up for success consistently. Choose from our pre-designed process templates or tailor your own to fit specific needs. Integrate conditional logic, input forms, and automations to enhance the experience. Focus on continuous improvement by implementing changes across all active onboardings seamlessly. With this structured approach, your client onboarding becomes organized and efficient, providing you with clear visibility at all times, allowing you to concentrate on growth without the fear of missing important steps. Utilize checklists, intake forms, and dynamic dates to keep everything in order, while an automatically updating Kanban view offers real-time organization. Enjoy the adaptability to make adjustments quickly as needed, ensuring all crucial information is easily accessible. Distribute onboarding responsibilities among your team, as ProcessKit supports you throughout the journey. Empower your team to handle client onboarding tasks effortlessly, leading to successful outcomes every single time. With this system in place, you can confidently expand your client base knowing that your onboarding process is under control.

Description

Sendabrief serves as a comprehensive system for documenting processes. Users can engage with the platform in five different ways, all funneling into a single editor: by utilizing the Chrome extension to capture click paths, verbally or textually detailing a process, uploading documents such as PDFs or Word files, pasting transcripts from meetings or recordings, or manually writing without any AI assistance. Each method results in a consistent format that includes numbered steps, identification of responsible roles, if/then decision branches, and a flow preview of the entire process prior to publication. The key aspect of governance ensures that no content is published without human approval, which means each standard operating procedure (SOP) is assigned an owner, includes a regular review schedule, and notes the last verification date to prevent the library from becoming outdated. Additional features include read confirmations, analytics for search, PDF and Word exports customized with your branding, shareable links, along with a REST API and webhooks for integration. The pricing model is based on workspaces rather than individual users, offering a flat rate of $49 per month regardless of whether there are five or eighty users, while a free tier allows for the management of five SOPs without requiring payment information. This structure not only enhances accessibility but also promotes collaborative efficiency within organizations.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Zapier Yes 

Integrations

Zapier No 

Pricing Details

$49 per month
Free Trial Yes 
Free Version No 

Pricing Details

$49 per month flat
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ProcessKit

Founded

2018

Country

United States

Website

processkit.com

Vendor Details

Company Name

Sendabrief

Country

Jordan

Website

sendabrief.com

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