First for customer success

Create onboarding, support handoff and renewal tools that reflect how your team works with customers.

Onboarding

Track the customer milestones, owners and open questions needed to reach an agreed first outcome.

Customer success teams

Workspace

Onboarding

Customer onboarding portal

Sample workspace

Board view

In progress

Planned

Needs follow-up

Record details

Make the next customer step clear

An account is due to finish onboarding, but the customer has not provided the required setup details.

Illustrative exampleCustomer account

Current stage · Customer success manager

Onboarding dependency

An account is due to finish onboarding, but the customer has not provided the required setup details.

From idea to live

Follow the customer onboarding portal from its first prompt to a change in Design Mode.

Build a portal to track each customer’s onboarding.
Describe your idea.
Start with the milestones, owners and open questions you track for a new customer.
Customer success teams
Workspace
Onboarding
Customer onboarding portal
Sample workspace
Board view
In progress
Planned
Needs follow-up
Record details
Customer
Cedar Studio
Milestone
First workspace review
Owner
Success manager
Status
In progress
Point. Describe. Refine.
Keep chatting, or select an element in Design Mode and tell First exactly what to change.
Put it online
Your app gets its own link.
yourapp.onfirst.app
Anyone with the link can view it and make their own copy.
Make it live.
Try your app in preview, then publish and share the link. Keep improving it in the same conversation.