Everything your team needs to run a customer program

Plan the session, run the call, and keep your customers updated in your own branded portal.

Join the waitlist
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Next up
Onboarding redesignIn 5 days
OverviewEngagementsMembersDiscussionsInsights
Onboarding redesignScheduledScheduled · Thu Sep 18
Participants7 of 10
MemberCompanyStatus
Ada LinNorthwindAcceptedRemove
Marcus BellFabrikamAcceptedRemove
Priya NairContosoInvitedResend · Remove
Tom ReyesLitwareInvitedResend · Remove
Invite members

For your team

1

Plan it

Set the objective, pick the audience, schedule the call, and write what members will see, all on one page.

OverviewEngagementsMembersDiscussionsInsights
Onboarding redesignDraftDraft · Step 1 of 4
Objective
Audience
Call date
What members will see
Agenda
Save draftPublish
2

Fill the room

Invite members, watch the participant bar fill toward your target, and resend or remove from the same table.

OverviewEngagementsMembersDiscussionsInsights
Onboarding redesignScheduledScheduled · Thu Sep 18
Participants7 of 10
MemberCompanyStatus
Ada LinNorthwindAcceptedRemove
Marcus BellFabrikamAcceptedRemove
Priya NairContosoInvitedResend · Remove
Tom ReyesLitwareInvitedResend · Remove
Invite members
3

Run the call

Tick through the agenda, take notes with time markers, and mark attendance while the call is happening.

OverviewEngagementsMembersDiscussionsInsights
Onboarding redesignLiveLive · 00:18:42
Agenda
Welcome
Current onboarding walkthrough
Pain points
Prototype reactions
Wrap
Notes
04:12Setup took nine steps, two were unclear
09:37Wants a progress indicator
16:05Would skip the welcome tour
AttendanceAdaMarcusPriyaTom
4

Close the loop

Publish the recap, review responses, and capture insights and ideas before you close it out.

OverviewEngagementsMembersDiscussionsInsights
Onboarding redesignWrap upWrap up
Recap
Publish recapEdit
Responses · 6
Insights and ideas
Progress indicatorFewer setup stepsSkip tour
Close engagement
OverviewEngagementsMembersDiscussionsInsights
Onboarding redesignDraftDraft · Step 1 of 4
Objective
Audience
Call date
What members will see
Agenda
Save draftPublish

For your customers

Hover a numbered note to see where it lives in the portal.

WorkshopOnboarding redesignThu Sep 18 · 45 min · 4 spots left
Join call
Add to Google·Outlook·iCal
RecapWe cut the setup checklist from nine steps to four and shipped the new welcome tour on Sep 30.
NNorthwind Insiders
HomeExploreDiscussionsMy engagements
Next up
Onboarding redesignIn 5 daysDetails
InterviewBilling walkthrough
1Carry your brand
Members sign in to a space that carries your logo, your colors, and your welcome message.
3Members track their commitments
Every session a member has accepted sits on one page for easy access.
2Keep the conversation going
Your team starts threads and members reply so feedback continues between sessions.
4Show them what matters first
Home opens on the one thing that needs a member's attention and then the sessions your team is promoting.
5Accept and join from one place
A member accepts the invitation, adds it to their calendar, and joins the call from the same page.
6Tell them what shipped
When your team publishes a recap every participant sees what came out of their session.
How it fits

Works with what your team already uses

Connect Zoom once and Mamabird creates the meeting, adds the join link, and pulls attendance and the recording. Calendar invites go out through Google, Outlook, or a downloaded file, and every email comes from your community’s name.

Zoom
Google Calendar
Outlook
Apple Calendar

Who’s your first invite?

Save them a seat