Using OnRamp | OnRamp Knowledge Base

Step-by-step guides for the most common things you’ll do in OnRamp, like onboarding customers, managing success plans, and tracking progress.

Customer Onboarding

Guides for onboarding new customers, tracking progress, and making sure key steps and milestones don’t get missed.

Tasks & Activities

How to manage tasks, assign owners, and keep work moving forward across customer accounts.

Customer Health & Signals

Understand how to view and interpret customer health, signals, and indicators to spot risks and opportunities early.

Reporting & Insights

Guides for viewing reports, tracking progress, and understanding performance across customers and teams.

Collaboration & Communication

Learn how to collaborate with teammates and customers, share updates, and keep everyone aligned in one place.

Workflows & Automation

How to automate common workflows, reduce manual work, and trigger actions based on customer activity or data changes.

Day-to-Day Account Management

Everyday tasks for managing customers over time, including updates, changes, and ongoing maintenance.

Understand all about OnRamp Projects and how they are created, structured, and used.

Reorganize Tasks and Modules