Templates
Starter Template
Customer Onboarding Quick Start
Customer Onboarding Quick Start

Customer Onboarding Quick Start

This is a workflow example, designed to help you get off to a fast start.
1) Click Run to see it in action
2) Click Edit to customize it
3) Set up integrations/Automations

Visit our Knowledge Base for guidance https://www.process.st/help/
1
✏️ Collect Customer Info
2
Onboarding Call
3
Meeting Notes
4
✉️ Send Follow Up Email
5
⚡️Automation: Create Salesforce Task
6
✅ Complete Onboarding