Customer Onboarding Quick Start

This is a task, one of the actionable steps in your workflow. 

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️

Onboarding Script

You may have developed a script for your onboarding calls. You can copy paste your script here. 

Attendance

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow. 

Running Late Email Template

Customer Goal

Account Planning Notes (for Internal Purposes):

Meeting Notes (for Internal Purposes):

Customer Follow Up Email:

⚡ You could set up an integration with Salesforce or your CRM to create follow-up tasks.

Automation:
Checking off this task creates a Task in Salesforce

Define Onboarding Status:

Optional: Add any relevant notes regarding customer readiness - how confident you are in them being successful with the platform, how confident they feel, how motivated they are.

ℹ️ Need support getting your processes set up? Click the help button ↘️ or book a time to talk with one of our Process Pros.