Client Onboarding

6 steps 1 automations

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Process steps

Gather Basic Information

5 days from previous step

task

Please enter basic details for {{company-name-1894593}}'s onboarding process using the form fields below.

Form fields in this step

Primary Contact First Name:

Primary Contact Last Name:

Primary Contact E-Mail Address:

Primary Contact Phone Number:

Preferred Method of Communication:

Send Welcome E-Mail

2 days from previous step

task

Help your client feel welcome by sending a personalized e- mail with a curated selection of content.Use the checklist below to send{{primary-contact-first-name-7643934}} {{primary-contact-last-name-7643932}} of{{company-name-1894593}} an email at {{primary-contact-e-mail-address-7643931}}

Form fields in this step

Include the following in the welcome E-Mail:

Conduct a Kick-Off Call

1 weeks from previous step

task

During your kickoff call, you must learn {{company-name-1894593}}'s required outcome.You should also be able to gather the primary use cases of {{company-name-1894593}}.Make sure to schedule a date for the 1 month follow-up callwith {{primary-contact-first-name-7643934}} {{primary-contact-last-name-7643932}} to ensure we are helping {{company-name-1894593}} achieve the milestones they listed in the kick-off call. Confirm that the number listed, {{primary-contact-phone-number-7643930}} , is the right number to contact.

Form fields in this step

What are the required outcomes?

What are the primary use cases?

What are some successful milestones we should keep in mind?

Other notes:

Date of the 1 month follow-up call:

Phone Number For Follow-Up Call:

Conduct a 1 month check-in Call

1 months from previous step

task

Determine whether the milestones have been met by analyzing the results of {{company-name-1894593}} with {{primary-contact-first-name-7643934}} {{primary-contact-last-name-7643932}}.Make notes during your call using the form fields here.

Form fields in this step

Have the milestones been successfully met?

Notes from the follow-up call:

Request Feedback

1 weeks from previous step

task

Please provide any feedback you have about the use of our product by completing the form fields below. Your input is critical in helping us improve our user experience.

Form fields in this step

On a scale of 1 (poor) to 5 (excellent), how would you rate your user experience?

Would you recommend our product to others?

Do you have any other feedback or feature requests you would like to see implemented in the future?

Request a Customer Testimonial

3 days from previous step

task

Now that the first success milestone has been reached, it's a prime opportunity for you to request a testimonial from your customer.Send an e-mail to {{primary-contact-first-name-7643934}} {{primary-contact-last-name-7643932}} at {{primary-contact-e-mail-address-7643931}} requesting a customer testimonial using the checklist below as a guide:

Form fields in this step

Include the following in the testimonial request email: