Customer Onboarding Sequence
Welcome new customers with automated onboarding tasks and communications
❌ The Problem
- Inconsistent onboarding experience across customers
- CSMs forget key onboarding steps
- New customers feel abandoned after signing
- No visibility into onboarding progress
✅ The Solution
- Standardized onboarding sequence for every customer
- Automated task assignments to CSMs
- Personalized welcome emails and check-ins
- Real-time dashboard showing onboarding status
Key Features
Multi-step onboarding workflows (Day 1, Week 1, Month 1)
Personalized email sequences with merge fields
Task assignments to CSMs with due dates
Progress tracking dashboard for visibility
Kickoff meeting scheduling automation
Training resource delivery (videos, guides)
Pricing
$3,200
One-time setup + configuration