Dock

New in Dock: The Project widget 📋 Connect multiple checklists from a workplace into one consolidated checklist with Projects. This makes it easier for both your team and your clients to understand all the outstanding tasks during sales, onboarding, or a project. For example, you can split an onboarding plan into three phases and checklists (so as to not overwhelm your client), but also tie the tasks together into one summarized and synced list. The new Project widget also lets you and your clients: - Filter tasks by status and assignees - See project start and end dates - Track the percentage of tasks completed The end result for your client is always understanding what’s next for them. Dock is free to try at 👉 dock dot us

New in Dock: Asana, Jira, ClickUp, and Linear task integrations ✅ Our new task management integrations let you sync tasks from ClickUp, Asana, Linear, and Jira with Dock checklists. When you add a task in Dock, you’ll have the choice of importing an existing task from your PM tool of choice and keeping the due date, assignee, comments, and more synced. This makes it easy to maintain an internal-only task list in your PM tool, while pushing select tasks to your client’s Dock workspace. Your client can easily follow along with tasks during your onboarding/implementation process, and you only have to update tasks in one place.

I'm a hosting a webinar on Wednesday talking about content management for revenue teams. Here's what's on the agenda: - Best practices for sales & marketing content collaboration - How to structure your content library - Where Dock fits into your tech stack - How to think about content across your customer lifecycle - What makes Dock different from traditional sales enablement platforms - How to know if your content is making an impact - How deal rooms help refine your content strategy I'll also save time at the end for Q&A. Sign up here to watch live or get the recording: https://lnkd.in/dpV9g26k See you there!

How does Notion measure onboarding success? Alex Kracov asked Monica Perez, Head of CS at Notion, on the latest episode of Grow & Tell. Monica said their team used to rely on gut-feel for which milestones were important for their CS-led onboarding. They had theories on what actions drove retention — like people tagging each other in comments — but decided to run a regression analysis on which metrics and milestones led to the most renewals 12 months later. They uncovered seven key actions that need to happen in the first 90 days that almost guarantee a customer will renew or expand. Now, their whole onboarding process is built around guiding people to complete those actions. - For the full story on spinning up Notion’s Customer Success program from scratch, check out the latest episode of Grow & Tell on YouTube or wherever you listen to podcasts.

I had an awesome time chatting with Monica Perez about building Notion's Customer Success program. Monica joined Notion as their first CSM when they were already at $40m ARR. I was really curious about how Notion thinks about CS-led onboarding for managed accounts. Notion has nearly infinite use cases, so there's a really interesting onboarding tension between letting customers run wild with the product-led momentum going through their organization vs. keeping them focused on a few core use cases. We have the same challenge at Dock, where customers see the most value of they use it across all their GTM teams, but it's easier to launch initially in only one department. Here were some takeaways from my conversation with Monica, Notion's Head of CS: - Notion doesn't have a standalone onboarding team because their product isn't very technical. CSMs drive onboarding and adoption. - They try to keep clients focused on MVP initial launches for documentation and knowledge management, and then take them on a maturation journey over time by using a use case map by persona - They did a ton of data analysis to find the 7 product metrics/actions that need to happen in the first 90 days to retain/expand an account, and focus all their onboarding on that. So much in this episode for anyone in CS or founders building out their CS motions. You can catch the whole episode here: https://lnkd.in/gzWRyJwX

Dock workspaces now have page templates. 📄 You can turn any page from your sales rooms or onboarding portals into a template and then add that page to other workspaces. This makes it easy to drop in an extra page, like a competitor comparison or onboarding plan, without having to include it in your main workspace template.

I’ve been building my startup - Dock - for three years. We now have 250 paying customers and have closed more revenue this year than all the previous years combined. Here are five company-building lessons I’ve learned along the way: 1) Founder relationships are crucial The founding group - Victor, Luc, and myself - are the heartbeat of the organization. Our relationship works because we have complimentary skills. We’re experts in our own fields (engineering, design, and GTM) and trust each other to make decisions. Above all else, having people in the trenches alongside you makes it easier to navigate the ups & downs of building a startup. 2) Hybrid organizations are the future Dock started as a fully remote company, allowing us to access incredible talent from all over the world. Over time, we’ve drifted to a hybrid organization with a small office in San Francisco. I’ve found that in-person time has been critical to our success. We’re able to discuss complex product decisions that would have been impossible over Zoom. It’s also easier to focus on work in an office without the distractions of home life. 3) Iteration is key to building successful startups  We've made many mistakes while building Dock. We tried to be fully product-led and started to build a product that solved too many problems for too many people. The list goes on. However, through daily iteration, we've transformed Dock into a successful product. We narrowed our focus to revenue teams, rebuilt features until we got them right, and changed our GTM motion to be more sales-led. Your success is determined by how quickly you learn from your mistakes. 4) Amazing hires drive growth Dock's growth has been propelled by the talented people we've hired. Joey transformed our sales motion. Madison has elevated our customer onboarding and support. Eric has built an inbound machine. Arpit and Segun have developed key features that our customers use daily. I wish I could mention everyone at Dock because each person's contribution is significant. By hiring exceptional people, I've been able to focus on my strengths - building an awesome (and useful) product and spreading the word about Dock. Since expanding the team, our revenue has tripled. 5) Startups require patience Building great software takes time. Customers have high expectations and won't settle for a subpar MVP solution. You need to build high-quality software that solves a unique problem for your customers. This is an iterative process of building, collecting feedback, and refining. When you're in the middle of this process, progress can feel slow, but the work compounds over time. This happens with both the product and the GTM side of things. You start to build a brand, refine your sales process, and improve SEO. Suddenly, you begin to see tangible progress and revenue increases. The past three years have been a challenging, but rewarding experience. There’s nothing better than building something that people love.

✨ New in Dock: Major upgrades to how you organize, share, and track customer-facing content with Dock. We've updated our Content Management library to give you more admin controls to structure your revenue team's content assets. We've also made it easier to find content with improved navigation, search, and filtering across the content library. Here's what's new: 📚 Overhauled Library navigation: Boards and Tags are more visible on the Library homepage to make it easier to find content. Searching now includes Boards and Tags too. ⚙️ Content admin: We've added more admin controls and built-in suggestions to organize Boards and Tags. We’ve also made it easier to tag new and existing content. 📄 Page templates: Turn workspace pages into templates, then add them to other workspaces. ✨ "New Section" workflow: Adding a new section in a workspace is way more intuitive. 📈 Content Influence report: Track how your content is being used and how it’s impacting revenue. Here's a tour from Alex Kracov of the new content library 👇

Deliver a white-glove onboarding experience your customers will love with Dock. First impressions are everything. A seamless, personalized onboarding journey is your best shot at winning renewals. Dock organizes all your customer resources—success plans, implementation timelines, onboarding content, and intake forms—into one personalized onboarding hub per customer. Your customers can onboard at their own pace, with all the resources they need in one place. (And it's much faster to set up than that slide deck you've been copying and pasting.) Here’s how Dock helps Customer Success teams drive more renewals: ► Create a repeatable onboarding process with templated workspaces ► Replace project management tools with collaborative success plans ► Embed any content and tools under one link ► White-label Dock to your brand ► Track onboarding progress with engagement analytics Provide a personalized, white-glove experience that scales with Dock. 👉 Try Dock for free at https://lnkd.in/gkaNffZp

Give your buyers a premium buying experience with Dock. Today’s buyers expect a seamless, personalized buying process — no generic messaging, messy email threads, or clunky handoffs. Dock’s sales deal rooms provide a single place for you to collaborate with buyers throughout the entire deal cycle. With Dock, everything you need to enable your buyers—business cases, product demos, action plans, order forms—stays organized in one shareable link. Buyers can easily access what they need, when they need it. Here’s how Dock helps sales teams close deals faster and improve win rates: ► Standardize follow-up with templated deal rooms ► Guide buyer champions with mutual action plans ► Close deals with signable order forms ► Gain valuable buying signals with engagement analytics Give your buyers an experience they’ll love. 👉 Try Dock for free at https://lnkd.in/gMMiBgHK