Excel to Interactive Onboarding

A platform called Doc.us that transforms traditional client onboarding checklists into beautiful, interactive digital experiences. The solution addresses the common pain point of businesses using Excel spreadsheets and emails for client onboarding.

Key Components:

• Digital Workspace:

  • Creates Notion-like space for client onboarding
  • Beautiful user interface replacing Excel spreadsheets
  • Interactive checklist format

• Core Features:

  • Checkbox system to track completion
  • Built-in comment functionality
  • Integrated tutorial library
  • Progress tracking for both client and service provider

• Use Case Example:

  • Replace "54-item checklist" scenarios
  • Handle multi-platform setup processes (Shopify, QuickBooks, Stripe, etc.)
  • Streamline permission and access management
  • Track client progress through onboarding steps

• Target Market:

  • Estimated 2 million businesses per year needing client onboarding
  • Service providers requiring structured client setup
  • Companies with complex multi-step onboarding processes

• Problem Solved:

  • Eliminates back-and-forth emails
  • Replaces messy Excel tracking
  • Creates professional, streamlined experience
  • Reduces friction in client setup process