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SaaS customer onboarding

Tallowfield Payroll · SaaS customer onboarding · Omaha, NE

Lina Morales runs onboarding at Tallowfield Payroll, a payroll service for small employers, and she uses this to give each new customer a portal of setup steps so nobody has to ask what is left before their first pay run.

Software and ITCustomer serviceClient portals5 tables · 7 views · 1 form · 3 dimension sets · 1 booking page · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agent
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Onboarding board

Customers
Signed2
Verdigris Floral StudioOttilie Brennaghottilie.brennagh@verdigrisfloralstudiomail.com
Hollin Ridge Senior CareBarnaby Okonkwo-Lundbarnaby.okonkwolund@hollinridgeseniorcaremail.com
Kickoff booked4
Marlowe Bend BrewingZinnia Castellanos-Boydzinnia.castellanosboyd@marlowebendbrewingmail.com
Eastbrook Learning PodsDariusz Wolfendendariusz.wolfenden@eastbrooklearningpodsmail.com
Glenhollow Plumbing SupplyEvander Calloway-Ngataevander.callowayngata@glenhollowplumbingsupplymail.com
Underhill Photo LabCasimir Rotherwoodcasimir.rotherwood@underhillphotolabmail.com
Setting up6
Brindlewood Home InspectionsAnnika Strombergannika.stromberg@brindlewoodhomeinspectionsmail.com
Quenby Lane Fitness Co-opTobias Mwangi-Ellerytobias.mwangiellery@quenbylanefitnesscoopmail.com
Corriganville RoofingHesper Valdiviahesper.valdivia@corriganvilleroofingmail.com
Thistledown Childcare CentersOctavia Lindgren-Abaraoctavia.lindgrenabara@thistledownchildcarecentersmail.com
Ravenmoor Bike ShopLucian Pettibonelucian.pettibone@ravenmoorbikeshopmail.com
1 more
Parallel run4
Wexcombe Street VeterinaryMarguerite Adebayo-Lindqvistmarguerite.adebayolindqvist@wexcombestreetveterinarymail.com
Saltmarsh Tile and StoneCornelius Vandermeercornelius.vandermeer@saltmarshtileandstonemail.com
Dunmoor Family PharmacyIsadora Pellegrini-Wuisadora.pellegriniwu@dunmoorfamilypharmacymail.com
Larkfield Print CollectiveRavindra Kolhatkarravindra.kolhatkar@larkfieldprintcollectivemail.com
Live6
Harrowgate Bakery WorksDellamarie Ostrowskidellamarie.ostrowski@harrowgatebakeryworksmail.com
Pinecastle Dental StudioLeopold Hargreaves-Dubeleopold.hargreavesdube@pinecastledentalstudiomail.com
Ferrymoor Auto GlassSoledad Quintanilla-Reevesoledad.quintanillareeve@ferrymoorautoglassmail.com
Kinsale Row Physical TherapyCuthbert Adeyemi-Hallworthcuthbert.adeyemihallworth@kinsalerowphysicaltherapymail.com
Orchard Lantern CafePhilippa Tennant-Oyelaranphilippa.tennantoyelaran@orchardlanterncafemail.com
1 more
On hold2
Wrenfield Craft DistilleryAurelio Sandoval-Keeneaurelio.sandovalkeene@wrenfieldcraftdistillerymail.com
Mossgrove Pottery CollectiveSeraphina Duquesneseraphina.duquesne@mossgrovepotterycollectivemail.com

Tables

Customers

24 sample rows · 17 columns

Every business that signed up for payroll, where it stands on setup and when it should run its first pay.

CompanyContactEmailPhoneEmployees paidPlanMonthly fee
Kinsale Row Physical TherapyCuthbert Adeyemi-Hallworthcuthbert.adeyemihallworth@kinsalerowphysicaltherapymail.com(402) 555-011364Scale$349
Harrowgate Bakery WorksDellamarie Ostrowskidellamarie.ostrowski@harrowgatebakeryworksmail.com(402) 555-011023Growth$189
Pinecastle Dental StudioLeopold Hargreaves-Dubeleopold.hargreavesdube@pinecastledentalstudiomail.com(402) 555-01119Starter$79
Ferrymoor Auto GlassSoledad Quintanilla-Reevesoledad.quintanillareeve@ferrymoorautoglassmail.com(402) 555-011231Growth$189
Orchard Lantern CafePhilippa Tennant-Oyelaranphilippa.tennantoyelaran@orchardlanterncafemail.com(402) 555-011412Starter$79
Tamsin Brook LandscapingHartley Oyelowo-Bergstromhartley.oyelowobergstrom@tamsinbrooklandscapingmail.com(402) 555-011527Growth$189
Saltmarsh Tile and StoneCornelius Vandermeercornelius.vandermeer@saltmarshtileandstonemail.com(402) 555-011719Growth$189
Wexcombe Street VeterinaryMarguerite Adebayo-Lindqvistmarguerite.adebayolindqvist@wexcombestreetveterinarymail.com(402) 555-011638Growth$189
Dunmoor Family PharmacyIsadora Pellegrini-Wuisadora.pellegriniwu@dunmoorfamilypharmacymail.com(402) 555-011871Scale$349
Larkfield Print CollectiveRavindra Kolhatkarravindra.kolhatkar@larkfieldprintcollectivemail.com(402) 555-01198Starter$79
Wrenfield Craft DistilleryAurelio Sandoval-Keeneaurelio.sandovalkeene@wrenfieldcraftdistillerymail.com(402) 555-013221Growth$189
Corriganville RoofingHesper Valdiviahesper.valdivia@corriganvilleroofingmail.com(402) 555-012244Growth$189

12 more rows

Setup steps

46 sample rows · 8 columns

The tasks each customer must finish before their first real pay run, and who owes each one.

StepCustomerPhaseWho does itStatusDueDone on
Wrenfield — Enter state unemployment rate noticeWrenfield Craft DistilleryTax setupCustomerWaiting on customerAug 12, 2026—
Harrowgate — Compare our first test run with your last paycheck runHarrowgate Bakery WorksParallel runTallowfieldDoneAug 13, 2026Aug 11, 2026
Harrowgate — Approve the first real pay runHarrowgate Bakery WorksGo liveCustomerDoneAug 16, 2026Aug 14, 2026
Pinecastle — Compare our first test run with your last paycheck runPinecastle Dental StudioParallel runTallowfieldDoneAug 27, 2026Aug 25, 2026
Dunmoor — Collect direct deposit formsDunmoor Family PharmacyEmployee importCustomerDoneAug 27, 2026Aug 27, 2026
Pinecastle — Approve the first real pay runPinecastle Dental StudioGo liveCustomerDoneAug 30, 2026Aug 28, 2026
Wexcombe — Collect direct deposit formsWexcombe Street VeterinaryEmployee importCustomerDoneAug 31, 2026Aug 31, 2026
Dunmoor — Compare our first test run with your last paycheck runDunmoor Family PharmacyParallel runTallowfieldDoneSep 1, 2026Sep 1, 2026
Saltmarsh — Collect direct deposit formsSaltmarsh Tile and StoneEmployee importCustomerDoneSep 6, 2026Sep 6, 2026
Saltmarsh — Compare our first test run with your last paycheck runSaltmarsh Tile and StoneParallel runTallowfieldWaiting on customerSep 11, 2026—
Brindlewood — Enter state withholding account numberBrindlewood Home InspectionsTax setupCustomerDoneSep 19, 2026Sep 19, 2026
Quenby — Enter state withholding account numberQuenby Lane Fitness Co-opTax setupCustomerDoneSep 24, 2026Sep 24, 2026

34 more rows

Questions

16 sample rows · 8 columns

What customers ask while they set up, and the answer that went back.

CustomerTopicAsked onAnswer stateAnswered onAnswered by
Larkfield Print CollectiveBank linkOct 17, 2026Open——
Ravenmoor Bike ShopPay scheduleOct 17, 2026Open——
Glenhollow Plumbing SupplyBenefits deductionsOct 17, 2026Open——
Brindlewood Home InspectionsTaxesOct 16, 2026Open——
Eastbrook Learning PodsPay scheduleOct 16, 2026Open——
Corriganville RoofingEmployee importOct 15, 2026Open——
Marlowe Bend BrewingBank linkOct 14, 2026AnsweredOct 15, 2026Marisol Fairweather
Saltmarsh Tile and StonePay scheduleOct 13, 2026AnsweredOct 14, 2026Marisol Fairweather
Wexcombe Street VeterinaryTaxesOct 12, 2026AnsweredOct 13, 2026Ilsabet Ramaswamy-Aldana
Quenby Lane Fitness Co-opBenefits deductionsOct 11, 2026AnsweredOct 12, 2026Teodor Sandvik-Achebe
Sedgewick and Tull AccountingTaxesOct 10, 2026AnsweredOct 12, 2026Ilsabet Ramaswamy-Aldana
Dunmoor Family PharmacyEmployee importOct 9, 2026AnsweredOct 10, 2026Lina Morales

4 more rows

Calls

18 sample rows · 7 columns

Kickoff, tax and walkthrough calls customers book with the onboarding team.

CallCustomerKind of callTimeLengthStatusSpecialist
Go-live check with Kinsale Row Physical TherapyKinsale Row Physical TherapyGo-live checkJul 17, 3:00 PM30DoneLina Morales
Kickoff with Harrowgate Bakery WorksHarrowgate Bakery WorksKickoffJul 9, 2:00 PM60DoneTeodor Sandvik-Achebe
Go-live check with Harrowgate Bakery WorksHarrowgate Bakery WorksGo-live checkAug 20, 6:00 PM30DoneTeodor Sandvik-Achebe
Payroll walkthrough with Wexcombe Street VeterinaryWexcombe Street VeterinaryPayroll walkthroughOct 12, 7:00 PM90DoneTeodor Sandvik-Achebe
Tax setup help with Saltmarsh Tile and StoneSaltmarsh Tile and StoneTax setup helpOct 13, 3:00 PM45DoneIlsabet Ramaswamy-Aldana
Payroll walkthrough with Dunmoor Family PharmacyDunmoor Family PharmacyPayroll walkthroughOct 19, 4:00 PM90ConfirmedLina Morales
Payroll walkthrough with Larkfield Print CollectiveLarkfield Print CollectivePayroll walkthroughOct 20, 8:00 PM90BookedMarisol Fairweather
Tax setup help with Brindlewood Home InspectionsBrindlewood Home InspectionsTax setup helpOct 19, 2:00 PM45ConfirmedIlsabet Ramaswamy-Aldana
Tax setup help with Quenby Lane Fitness Co-opQuenby Lane Fitness Co-opTax setup helpOct 21, 6:00 PM45BookedIlsabet Ramaswamy-Aldana
Payroll walkthrough with Corriganville RoofingCorriganville RoofingPayroll walkthroughOct 20, 3:00 PM90CancelledTeodor Sandvik-Achebe
Tax setup help with Thistledown Childcare CentersThistledown Childcare CentersTax setup helpOct 22, 7:00 PM45ConfirmedIlsabet Ramaswamy-Aldana
Kickoff with Marlowe Bend BrewingMarlowe Bend BrewingKickoffOct 19, 8:00 PM60ConfirmedMarisol Fairweather

6 more rows

Also included

  • Customer setup portalClient portal
  • Steps waiting on customersDigest
  • Onboarding boardStage rules
  • New questionNotificationWhen a customer asks a question, their specialist is told right away.

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