Automating customer onboarding
From won deal to running project: folders, access, kick-off and welcome email are created automatically.
Why nothing happens right after the signature
The problem: The contract is signed, and then it goes quiet. Internally, access is requested, folders are created and owners are hunted down, while the customer waits for the first email. How the onboarding goes depends on who happens to run it: the checklist exists, but is done differently every time and rarely completed. The first impression after the purchase is waiting.
The solution: The moment the deal is marked won, everything kicks off: project folders and channels are created, tasks are assigned, the kick-off meeting is proposed and the welcome email goes out, with the next steps and the right contact person. Contacts, terms and specifics carry over directly from the sales process. Every onboarding runs the same way, and nothing gets forgotten.
What happens next: The customer notices from day one that things are moving, and your team starts with context instead of hearsay. This is possible because your systems are connected: CRM, project tool, file storage and calendar work as one pipeline. You can use the same mechanics internally when new colleagues join.
Typical scenarios
From one-off projects to subscription models. These are the most common scenarios from our projects.
- Project setup: Folders, channels, tasks and meetings are in place before anyone asks. The data from the deal is already in there.
- Welcome sequence: The customer hears from you immediately: what happens next, who is in charge, which documents are needed.
- Internal handover: History, commitments and open points from the sales process sit structured with the project team, instead of in one person’s head.
- New team members: The same pipeline for the first day at work: accounts, tools, meetings and contacts are all set up.
