Customer Onboarding
Every new customer welcomed, set up, and getting value fast, without you chasing details or repeating yourself. From the moment they say yes to their first win.
The workflowSet once · runs daily
1
Kick off the moment they say yesOnboarding starts automatically when a deal closes or payment lands, no manual trigger.
2
Collect everything onceA simple form or guided chat gathers details, documents, and access in one go.
3
Send the welcome and what happens nextA clear message with timelines, expectations, and exactly who to contact.
4
Set up their account behind the scenesInternal tasks assigned to your team with checklists, so nothing gets missed.
5
Confirm they are live, then check inA first-value milestone and an early check-in, so problems surface before they churn.
Live in about two weeks
- Day 1Kickoff & map your workflowWe map how new customers come on board today, where they get stuck, and what a smooth start looks like.
- Days 2-5We build itTriggers, intake forms, welcome messages, and team checklists, connected to the tools you already use.
- Week 2You test on real customersYou run it on live sign-ups and tell us what to tune. Nothing goes out to a customer unchecked.
- Week 3Go liveIt takes over every new customer. We monitor closely and keep refining through the first weeks.
See where new customers get stuck
A 60-minute Business Workflow Audit shows you exactly where onboarding drags today, and what it is costing you, before we build anything.