Hannah G.Validated Reviewer
Customer Success Lead · Financial services · 11–50 employees
4.5
February 18, 2026
“Onboarding program management, systematized”
Used daily for 2+ years
We run every customer onboarding as a templated Asana project — 40 tasks, dependencies, owner per phase. Nothing gets skipped anymore and handoffs between implementation and CS are visible. Workload view prevents overloading specific CSMs.
Pros
Templates with dependencies, workload balancing, forms for intake.
Cons
Notification tuning takes effort; inbox can overwhelm new users.
Problems it solves
Inconsistent onboarding steps causing churn in the first 90 days.