FB-0427
Siti Aminah
Webinar registration · owner: Diana
3 / 4 required Reply waiting
Make every handover obvious.
Turn each customer journey into a visible route, with required work, replies, and owners attached.
Customer handover record
Siti Aminah
Intake
Confirm
Follow-up
Complete
Next action
Review customer reply
A reply can become a visible handover instead of disappearing in a chat thread.
One journey. One operational truth.
Context, required work, and attention stay together, so nobody has to reconstruct progress from private notes or chat.
Context
One card, one journey.
Customer, workflow, assignee, and next step stay together.
Siti Aminah Reply waiting
Customer Owner: Diana
Execution
Required work stays in view.
Checklists make progress legible before a handoff.
Customer confirmed
Template approved
Reply reviewed
Attention
The system surfaces what is stuck.
Waiting Action, reminders, and replies point to the next move.
Reply received
Handover to Diana
Design the route. Let signals lead.
Owners define the system once. Staff see exactly what needs to move next, without adding another handoff tool.
Shape the journey
Build manually or start from an AI-assisted draft, then edit every stage.
Webinar onboarding
Illustrative Intake Customer added
Confirm Required checks
Follow-up Reply received
Complete Journey closed
Make the work explicit
Stages, required checklists, and automations live beside the customer.
Confirm customer
Required before Follow-up
Verify contact details
Confirm attendance
Approve message template
Review customer reply
Follow the signal
Staff work the next card while Flowboard calls out reminders, replies, and handovers.
Customer reply
“Yes, I can make the session.”
Visible handover
Diana has the context and the next action.
Define the system.
Set stages, checklists, assignees, and the rules that keep work moving.
Move the work.
Open the next card, complete the required step, and act on the signal.
See the whole journey move.
One operational spine connects every stage, required action, message, and owner from intake to completion.
Webinar registration
Illustrative
H-1 reminder
WhatsApp scheduled
Assignee stays attached
Required work stays visible
Messages keep their context
Flowboard / pricing
Start free. Scale by workspace.
Flowboard is billed per workspace, not per login. Try the full system with your team, then keep operating without per-seat surprises.
Trial
Free for the trial period
Full access to workflows, checklists, reminders, and handovers with your team.
- Unlimited workflows during trial
- Required checklists and gates
- WhatsApp actions and reminders
- Staff handovers
- Up to 5 team members
Contact us billed per workspace
Continue operating with higher quotas, billing portal access, and voucher redemption.
- Higher seat, workflow, and WhatsApp quotas
- Billing portal: change plan, cancel, invoices
- Voucher redemption at checkout
- Priority handover support
- No per-seat billing
Final quotas and pricing are being finalized. Start free today and we will migrate your workspace when paid plans launch.
Flowboard / FAQ
Questions, answered.
The specifics of how Flowboard fits a customer-onboarding operation, not a generic project board.
Still have a question?
We answer questions about how Flowboard fits a specific onboarding operation — not generic sales pitches.
Start free and ask usNo. Flowboard is a customer-onboarding operations tracker. It is built around the journey a customer takes from intake to completion, with required work, replies, and handovers attached to that journey — not around generic tasks or cross-project boards.
No. Customers never log into the board. Staff work the customer journey on their behalf. Customers interact through WhatsApp actions and replies; those signals come back to the card where the team already works.
WhatsApp actions are customer-facing: scheduled reminders, confirmations, and follow-up messages tied to a stage. Replies return to the customer card as a signal, so a reply can become a visible handover instead of disappearing in a chat thread.
A handover is a lightweight, visible pass of context from one staff member to another. It carries the customer, the stage, the message context, and the next action — so the receiving staff member does not have to reconstruct the situation from private notes.
Yes. Each workflow has its own stages, required checklists, assignees, and automations. You can build a workflow manually or start from an AI-assisted draft, then edit every stage.
Billing is per workspace, not per login. A trial gives full access to the system with your team. When paid plans launch, quotas for seats, workflows, and WhatsApp sends apply per workspace — never per individual user.
Yes. Start free with full access to workflows, checklists, reminders, and handovers. No credit card required to begin.
Give every customer a clear route.
Start with one workflow. Keep the journey visible. Let your team focus on customers instead of reconstructing status.