Welcome
01Outcome, timeline, contacts, kickoff agenda
Customer: Confirm the right stakeholders
Kickoff to first value
Customer onboarding software for small B2B teams.
Give every new customer one place for the plan, files, training, questions, and next steps. They open one link. You can see which documents they opened and where they spent time.
7-day Pro trial. No credit card required. Customers do not need an account.
Customer view
Live
Northstar Co. onboarding
Kickoff to first value · 30 days
Welcome, Northstar team. Everything needed for your launch lives here. Start with the shared plan, then open each resource when its phase begins.
03:18LoomMeet your onboarding team
Loom · 03:18
pdf
Your 30-day launch plan
6 pages
Complete the setup questionnaire
tally.so
Shared plan: 2 of 4 actions complete
Last updated today
The real onboarding problem
Your customer sees a scavenger hunt.
Your team knows how the kickoff email, shared folder, training video, intake form, and project board fit together. A new customer does not. HummingDeck turns the same material into a guided, customer-facing path.
01Kickoff emailAgenda and contacts
02Shared folderGuides and security files
03Video linkTraining walkthrough
04Project boardOwners and dates
One onboarding Room
One current link, arranged in the order the customer needs it
A reusable starting point
Five tabs are enough for the first Room.
Start with only what the customer needs now. A Room with six clear items is easier to use than a portal with forty unsorted files.
| Tab | What to include | Customer action |
|---|---|---|
| Welcome | Outcome, timeline, contacts, kickoff agenda | Confirm the right stakeholders |
| Plan | Shared actions, owners, dates, dependencies | Complete assigned actions |
| Setup | Requirements, intake link, implementation guide | Provide inputs and approve setup |
| Training | Training deck, videos, examples, help links | Review and attend training |
| Reviews | First-value recap, open decisions, next plan | Agree on what happens next |
Plan
02Shared actions, owners, dates, dependencies
Customer: Complete assigned actions
Setup
03Requirements, intake link, implementation guide
Customer: Provide inputs and approve setup
Training
04Training deck, videos, examples, help links
Customer: Review and attend training
Reviews
05First-value recap, open decisions, next plan
Customer: Agree on what happens next
Kickoff to first value
A simple customer onboarding portal, phase by phase.
HummingDeck is the participation layer. Keep resource planning, time tracking, billing, and detailed internal delivery in the systems your team already uses.
Prepare the customer before kickoff
Share the agenda, expected outcome, team contacts, and any intake link before the first call.
Publish one shared plan
Show the phases, customer-facing actions, owners, target dates, and dependencies that affect launch.
Keep resources beside the work
Group the latest guides, decks, videos, links, and supporting files by the phase where they are needed.
Answer questions in context
Keep each customer-facing question attached to the Room, resource, or action it concerns.
Follow up from real engagement
Use document opens and page-level engagement to spot material that still needs attention.
Keep the detail in context
See the work the way your customer sees it.
The plan, the question, and the engagement signal stay close to the material they describe. Your team spends less time rebuilding context before every call.
Shared plan
Put the next action in front of both teams.
Publish customer-facing phases, owners, dates, and dependencies without exposing the detail of your internal project board.
Contextual Discussions
Keep the question beside the blocker.
On Pro and Business, discussions can sit on the Room, a resource, or an individual action-plan item.
Document engagement
Follow up on what still needs attention.
See opens and page-level engagement on supported plans. Use the signal to offer help, not to guess what the customer thinks.
Implementation guide
12 pages · opened today
Page 1
Page 2
Page 3
Page 4
Choose the right layer
More guidance than a folder. Less machinery than a full suite.
Choose HummingDeck when the customer experience is the missing layer and your operational system already exists.
| Need | HummingDeck Room | Shared folder | Full onboarding suite |
|---|---|---|---|
| One customer-facing destination | Yes | Partly | Yes |
| Documents, links, videos, and embeds together | Yes | Limited | Usually |
| Shared actions with owners and dates | Yes | No | Yes |
| Contextual customer discussions | Pro and Business | No | Usually |
| Page-level document engagement | Starter and above | No | Varies |
| Internal resource and utilization planning | No | No | Often |
| Time tracking and invoicing | No | No | Often |
| In-app product tours | No | No | Specialist tools |
One customer-facing destination
- HummingDeck Room
- Yes
- Shared folder
- Partly
- Full suite
- Yes
Documents, links, videos, and embeds together
- HummingDeck Room
- Yes
- Shared folder
- Limited
- Full suite
- Usually
Shared actions with owners and dates
- HummingDeck Room
- Yes
- Shared folder
- No
- Full suite
- Yes
Contextual customer discussions
- HummingDeck Room
- Pro and Business
- Shared folder
- No
- Full suite
- Usually
Page-level document engagement
- HummingDeck Room
- Starter and above
- Shared folder
- No
- Full suite
- Varies
Internal resource and utilization planning
- HummingDeck Room
- No
- Shared folder
- No
- Full suite
- Often
Time tracking and invoicing
- HummingDeck Room
- No
- Shared folder
- No
- Full suite
- Often
In-app product tours
- HummingDeck Room
- No
- Shared folder
- No
- Full suite
- Specialist tools
A good fit
SaaS implementation, agency kickoff, managed-service setup, partner enablement, training, and sales-to-success handoff for small and mid-market accounts.
Use a specialist instead
Choose an in-app onboarding platform for product tours. Choose a professional services system for utilization, time sheets, invoicing, or complex delivery automation.
One relationship, one current link
Continue after launch without starting over.
Move completed setup work out of the way, keep the resources the customer still uses, and add a Reviews tab for outcomes, recommendations, and the next shared plan.
The Room can support first-value confirmation, adoption reviews, expansion planning, and renewal preparation. HummingDeck does not manage contract dates, invoices, or automated renewal sequences.
- 01
Kickoff
Set the outcome and owners
- 02
First value
Confirm the first useful result
- 03
Adoption review
Share evidence and recommendations
- 04
Next plan
Agree on the next set of actions
Recipient access
Open for kickoff, controlled when the work gets sensitive.
Keep kickoff moving with an Open link. When security, procurement, or executive stakeholders join, create a separate link that asks for an email, verifies inbox access, or admits only approved customer contacts.
Access · Open
Start kickoff without an access gate
Share the Room as soon as kickoff is booked. Anyone with the link opens it immediately, with no account or email step.
- Fastest path from invite to shared plan
- A good fit for low-risk onboarding material
- Viewer identity stays anonymous unless the link is personalized
Welcome to your onboarding Room. Open the plan and resources immediately. Viewer identity is not verified
Verify by email, no account required. Restrict or revoke access whenever the customer team changes.
Ask Email, Verify Email, and Restricted access are available on Pro and Business
Practical plans for one Room per customer
Start with the plan that supports the workflow.
Rooms are available on every plan. Pro and Business are the practical choices for a repeatable, customer-facing onboarding program.
Best for small onboarding teams
Pro
$25 / user / month
- 15 Rooms and 15 documents per Room
- Contextual Discussions and Restricted Access
- Stakeholder map and 90-day analytics retention
Best for a scaled customer program
Business
$40 / user / month
- Unlimited Rooms and documents
- Custom branding and a custom domain
- Unlimited analytics retention
Starter can test a small workflow, but its limit of three Rooms and five documents per Room will not suit a growing one-Room-per-customer program. View the current pricing and full plan comparison. For adjacent workflows, compare the client portal or explore HummingDeck Rooms.
Monthly prices shown in USD before tax. Annual billing and local currencies are available on the pricing page.
Customer onboarding questions
What small B2B teams ask first.
What is customer onboarding software?
Customer onboarding software helps a business guide a new customer from signed agreement to setup, training, launch, and first value. Products vary widely. HummingDeck provides the customer-facing portal layer for a high-touch onboarding process.
Can HummingDeck replace our project management tool?
HummingDeck can show the customer a shared action plan, but it is not a full internal project management or professional services system. Keep detailed delivery work in your existing tool and publish the customer-relevant milestones in the Room.
Can customers upload files or complete forms in the Room?
Embed or link to your existing form, intake, or file-request workflow from the Room. HummingDeck is designed to share and track materials. It is not a native form builder or structured file-request system.
Does the customer need a HummingDeck account?
Customers can open and use a shared Room without creating a HummingDeck account. You can ask for an email address, require inbox verification, or restrict access when stronger recipient control is needed.
Can we keep using the Room after onboarding?
Keep the same Room as the relationship moves into adoption and review. Replace completed setup material with results, recommendations, review decks, and the next shared plan.
Is HummingDeck suitable for sensitive onboarding information?
HummingDeck provides access modes, document download controls, link expiration, revocation, and activity tracking. Your legal, security, and compliance team should decide whether those controls meet the requirements of the information you plan to share.
One customer. One current link.
Make the next step obvious from day one.
Build the onboarding Room before kickoff, then keep the same link current as the customer reaches first value.