For Customer Success

Smooth onboarding, less churn, more renewals

Project plans, meeting notes, and file sharing in one shared workspace.
Trusted by High Growth Sales Teams

STOP using spreadsheets

Customers don't want to bounce between spreadsheets, task management software, and file sharing tools.

START using resource kits

One central place for all your customer links, action items, and file sharing; tailored for each client.

Repeatable, Standardized Process

Use templates to save hours preparing onboarding plans while giving a great buyer experience.

STOP using spreadsheets

Customers don't want to bounce between spreadsheets, task management software, and file sharing tools.

START using resource kits

One central place for all your customer links, action items, and file sharing; tailored for each client.

Repeatable, Standardized Process

Use templates to save hours preparing onboarding plans while giving a great buyer experience.

Onboarding Templates

Make new kits for each customer in less than a minute by starting from templates. Onboarding plan, support documentation always ready to send.
Graphics
Graphics

Client Branding

Streamline personalization. Pull customers logo, cover image, and brand colors. Automatically add visual thumbnail to all your links + files.

Track Engagement

Optimize customer engagements based on which content clients interact with. Identify upsell opportunities for sales.
Graphics
Graphics

Task Management

Set clear expectations and manage progress with an onboarding plan marking key milestones.

"SendKits has been a perfectly timed tool to add visual and organizational value for new clients."

Eric Arvai, Head of Strategic Partnerships
at Gen City Labs

Stop reading about your customers, start selling to them.

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