Contents
Account management
Workflows
Overview of Ascendr
Ascendr is a cutting-edge project management platform specifically designed to enhance customer onboarding processes. It aims to streamline workflows, increase revenue, reduce churn, and improve overall customer satisfaction. By leveraging Ascendr, businesses can provide their customers with a seamless onboarding experience, ensuring that users are set up for success from day one.
Why Ascendr for Onboarding?
Ascendr is a user-friendly platform designed to streamline and enhance the customer onboarding process. It offers customizable workflows, task management, and real-time collaboration, making it easy for businesses to align teams and ensure a smooth onboarding journey.
Key Benefits:
Customized Workflows: Tailor onboarding processes to meet specific customer needs.
Streamlined Project Management: Manage deliverables, assign tasks, and track progress effortlessly.
Real-Time Feedback: Use AI and video feedback to coach users effectively and refine customer interactions.
Bite-Sized Content: Upload mobile-accessible training content to educate users on the go.
Risk Management & Tracking: Identify onboarding risks and track success with metrics like Time to First Value (TFV).
Integrations: Seamless connection with popular CRMs like HubSpot and Salesforce.
Mobile Access: Stay connected and manage onboarding from anywhere with the mobile app.
Core Concepts
Projects
Projects are the backbone of Ascendr, allowing users to organize tasks and deliverables efficiently. Each project consists of various stages that guide customers through their onboarding journey. Users can create multiple projects tailored to different customer segments, ensuring a customized approach to onboarding.
Snapshot of the projects overview page:
Learn more about how to create your first project here
Deliverables
Deliverables are the specific outcomes or outputs that need to be achieved within a project. They serve as benchmarks for success and are essential for tracking progress. Ascendr allows users to define deliverables clearly, ensuring that all team members are aligned on objectives and expectations.
Snapshot of the deliverables overview in a project:
Learn more about how you can create deliverables and add to your project here
Tasks
Tasks are the individual actions or steps that contribute to completing deliverables. Ascendr facilitates task assignment, progress tracking, and deadline management, enabling teams to stay organized and focused on their goals. Users can set priority levels for tasks, ensuring that critical actions are completed on time.
Snapshot of the tasks dashboard in a project:
Learn more about how you can create tasks and add them to your deliverable here
Success Criteria
Ascendr uses several key performance indicators (KPIs) to evaluate the effectiveness of the onboarding process:
Time to First Value (TFV): The time taken for customers to experience the first tangible benefit from using the platform.
Engagement Metrics: Monitor how actively users interact with the onboarding materials and platform features.
Customer Satisfaction Scores: Gather feedback through surveys and direct interactions to measure overall satisfaction.
Snapshot of the success criteria dashboard
Timeline
You can track project timelines through the “Timeline” section of the Projects screen.
You can specify the date range and see progress of tasks against the specified timeline in the project
The project timelines are displayed per client on the screen
Companies
Companies are your customers that you work with. You can add various details to a company to help keep track of the company's information
You can track all your companies/customer information together in a dashboard to give you a quick overview
Contacts
Contacts are people whom you work or coordinate with on projects in Ascendr. You can add and edit contacts in Ascendr to collaborate on projects or track stakeholder activity.
Teams
You can create different teams to work on a project. These could be "Operations", "Technical", "Finance" etc. Furthermore you can assign parent and child relationships to teams to enable better coordination and collaboration between them
Settings
You can access system settings to add details across users, projects, tags, education (learning material), companies and integrations with your application
FAQs
Why don't I see my tasks when I click on the tasks tab under my projects?
If you are not able to see any tasks on the tasks screen, this could be due to some filters applied. Please open the filters tab to check if these are set as per your preferences.
Filters screen:
2. What is the difference between a contact and a user?
The difference between a contact and a user in Ascendr is:
User: An internal team member with the ability to create, update, and view all projects (except those marked as private or members-only).
Contact: An external person, such as a customer or third-party, who can only view specific projects and has limited permissions for updates.
3. How do I share product feedback or any feature request ideas I might have to the Ascendr team?
Have feedback? We’d love to hear your ideas on how we can make Ascendr even better for you. Just drop us an email at [email protected], and we’ll get back to you as soon as possible!