Using OnRamp
Collections
- 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.
- Reporting & Insights
Guides for viewing reports, tracking progress, and understanding performance across customers and teams.
- Projects
Understand all about OnRamp Projects and how they are created, structured, and used.
- Tasks & Activities
How to manage tasks, assign owners, and keep work moving forward across customer accounts.
- Customer Onboarding
Guides for onboarding new customers, tracking progress, and making sure key steps and milestones don’t get missed.
- Collaboration & Communication
Learn how to collaborate with teammates and customers, share updates, and keep everyone aligned in one place.
- Success Plans & Milestones
Learn how to create, manage, and update success plans and milestones to align teams and customers around goals.
- Customer Health & Signals
Understand how to view and interpret customer health, signals, and indicators to spot risks and opportunities early.