Dock : Onboarding Coordinator
Dock owns client onboarding. Kick-off sequences, training schedules, docs delivery, first-30-day milestones. Turns signed deals into happy clients.
The benefit of running Dock
Three outcomes you get the week Dock turns on. Not features, not roadmap items: actual results your team will feel.
Signed deals become happy clients
Day 0 to Day 30 on rails: welcome, training, milestones, handoff.
Personalized onboarding at scale
Each plan gets a tailored schedule, not a template.
Clean Day 31 handoff
Full context transfers to Anchor automatically. No dropped balls.
4 jobs, one agent
Every capability below is in production today. No roadmap items, no coming-soons.
Kick-off automation
Day 0 welcome, calendar invites, doc access, Slack channel creation.
Training schedule
Personalized training plan based on what they bought.
30-day milestones
Week 1/2/3/4 check-ins with progress tracking.
Handoff to Anchor
Day 31, Dock hands off to Anchor with full context.
What Dock plugs into
Dock does not replace what you already use. It routes through the tools your business lives in.
A real Dock run, end to end
What you actually see when Dock runs. Example output below; all data fabricated for illustration, no real clients shown.
Dock runs with 5 teammates
No agent works alone. Dock feeds into, and pulls from, these agents in every workflow.
Quick answers
How long is onboarding?
30 days standard. Premium engagements go 60 days.
Does Dock train the client?
Dock schedules and delivers materials. Live training sessions are human-led.
Day 31 handoff?
Automatic, Anchor inherits the full onboarding context.
Put Dock to work today
Deploy free from the Starter Kit in under 30 minutes. Prefer a full setup done for you? Book a strategy call and we'll map Dock to your biggest bottleneck.