{"id":26310,"date":"2021-06-07T11:28:53","date_gmt":"2021-06-07T11:28:53","guid":{"rendered":"https:\/\/www.process.st\/templates\/customer-onboarding-with-automations\/"},"modified":"2026-01-16T02:06:05","modified_gmt":"2026-01-16T02:06:05","slug":"customer-onboarding-with-automations","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/customer-onboarding-with-automations\/","title":{"rendered":"Customer Onboarding With Automations"},"content":{"rendered":"\n<section id=\"introduction\">\n <h2>Introduction:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/sX0R6XyTAPcDA04KdKpA4Q\/Customer-Onboarding-With-Automations.png\" alt=\"Introduction:\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/oUVYvn2BAaC7oM-CrSRNwA\/sX0R6XyTAPcDA04KdKpA4Q\/Customer-Onboarding-With-Automations.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>This is an<strong>&nbsp;example template of how you can use automations<\/strong> to streamline your Customer Onboarding processes.<\/p>\n  <p class=\"style-success\">Automations allow you to <strong>build custom workflows by passing data and triggering actions to and from other apps<\/strong>, making work faster and more consistent.<\/p>\n  <p>We designed this template to facilitate the complete onboarding process <strong>using automations to reduce the workload<\/strong> for you, your team, and your client.<\/p>\n  <p>Each automation has its own set of actions and triggers, which you can learn about in these help articles:<\/p>\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow\" target=\"_blank\">Salesforce<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"nofollow\" target=\"_blank\">DocuSign<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/jira\/\" rel=\"nofollow\" target=\"_blank\">Jira<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow\" target=\"_blank\">Slack<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\" rel=\"nofollow\" target=\"_blank\">Google Sheets<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/help\/docs\/process-street\/\" rel=\"nofollow\" target=\"_blank\">Process Street<\/a><\/li>\n  <\/ul>\n  <p class=\"style-danger\"><strong>Important<\/strong><strong>:<\/strong> You'll need to ensure you have an account set up with these tools to enable automations.<\/p>\n  <p>Let's get started! \ud83d\ude80<\/p>\n <\/div>\n<\/section>\n<section id=\"automations-setup\">\n <h2>Automations setup:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\">Say that your Sales Team just closed a new opportunity in Salesforce. Using automations you can set that action to trigger this customer onboarding workflow within Process Street. By enabling this automation the workflow will come equipped with all of the customer's details automatically pushed through.&nbsp;<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><span style=\"background-color: #fce8a7;\">To activate automations go to <strong>preview mode<\/strong> of the workflow (not in edit mode) click \"Automations\"<\/span><\/p>\n <\/div>\n <div class=\"text-content\">\n  <ol>\n   <li>\n    <p class=\"style-info\">Once in Automations select&nbsp;<strong>\"Run a checklist when\" + \" a record is updated\"<\/strong>&nbsp;and select Salesforce.<\/p>\n   <\/li>\n   <li>\n    <p class=\"style-info\"><strong>Select the record<\/strong> and <strong>follow the additional steps in the automations wizard.<\/strong><\/p>\n   <\/li>\n   <li>\n    <p class=\"style-info\">Then<strong>&nbsp;turn the switch to \"on\" to activate the automation<\/strong>.<\/p>\n   <\/li>\n  <\/ol>\n <\/div>\n<\/section>\n<section id=\"record-opportunity-details\">\n <h2>Record opportunity details<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Opportunity ID:<\/strong>&nbsp;{{form.Salesforce_Opportunity_ID}}<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Opportunity value $ <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Opportunity Type <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"record-account-details\">\n <h2>Record account details<\/h2>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Company Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Customer Website <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"enter-contact-details\">\n <h2>Enter contact details<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Primary Contact ID:<\/strong> {{form.Salesforce_Primary_Contact_ID}}<\/p>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact first name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Contact last name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"input-account-manager-details\">\n <h2>Input account manager details<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Account ID:<\/strong> {{form.Salesforce_Account_ID}}\n   <br>\n   <strong>Opportunity ID:<\/strong> {{form.Salesforce_Opportunity_ID}}\n   <br>\n   <strong>Owner ID:<\/strong> {{form.Salesforce_Owner_ID}}<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Account Manager Name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"email-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Account Manager Email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"manager-approval\">\n <h2>Manager approval:<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">Will be submitted for approval:<\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Record account details<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Input account manager details<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Enter contact details<\/span>\n        <div class=\"body\">Will be submitted<\/div>\n       <\/div>\n      <\/div>\n     <\/div>\n    <\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"inform-sales-team-in-slack\">\n <h2>Inform Sales team in Slack:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\">&nbsp;Follow the steps below to <strong>inform the broader sales team in the #sales Slack channel.<\/strong><\/p>\n  <p><span style=\"background-color: #fce8a7;\"><strong>Check out this <a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow\" target=\"_blank\">help article<\/a> for guidance.&nbsp;<\/strong><\/span><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><span style=\"background-color: #fce8a7;\"><strong>Configure the Slack automation <\/strong><\/span><strong>1. Select \"when a task is checked\"&nbsp;<\/strong><\/p>\n  <p class=\"style-info\"><strong>3. Choose the Slack channel and input the message<\/strong><\/p>\n  <p class=\"style-info\"><strong>4. Turn on the automation<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"send-contract-for-signing-with-docusign\">\n <h2>Send contract for signing with Docusign:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\">Use the next task to<strong> automate the signing of a contract&nbsp;<\/strong>with Docusign. Data from your checklist can be mapped across into DocuSign, and the designated people sign and complete the document.<\/p>\n  <p><em><strong>You'll need to have a premium plan within Docusign to set up this automation.<\/strong><\/em><\/p>\n  <p class=\"style-info\"><strong><\/strong>Visit the <a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"nofollow\" target=\"_blank\"><strong>help page<\/strong><\/a> for for further guidance setting up this automation.&nbsp;<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p><span style=\"background-color: #fce8a7;\"><strong>Configure the Docusign automation&nbsp;<\/strong><\/span><\/p>\n  <p class=\"style-info\"><strong>1. Select \"when a task is checked\"&nbsp;<\/strong><\/p>\n  <p class=\"style-info\"><strong>2. Choose the send contract for signing (Docusign)<\/strong><\/p>\n  <p class=\"style-info\"><strong>3. Choose Docusign and input the action<\/strong><\/p>\n  <p class=\"style-info\"><strong>4. Turn on the automation<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\">If setup correctly the <strong>Docusign icon will appear in the Manager approval header<\/strong>, as demonstrated in the image above.<\/p>\n <\/div>\n<\/section>\n<section id=\"send-contract-for-signing-docusign\">\n <h2>Send contract for signing (Docusign)<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\" style=\"text-align: center;\"><strong>Complete this task to send the customer contract for signature \n    <br>via DocuSign<\/strong><\/p>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Date contract sent: <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"record-onboarding-call\">\n <h2>Record onboarding call<\/h2>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Onboarding Call Attendance <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Present<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Running Late (3-5 Minutes)<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No-Show (7-10 Minutes)<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Online Meeting Link <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><strong>Running Late Email Template<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><strong>No Show Email Template<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"enter-meeting-notes\">\n <h2>Enter meeting notes<\/h2>\n <div class=\"text-content\">\n  <hr>\n  <p class=\"style-success\"><strong>Customer Goal<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Customer's Goal <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Goal Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Who has ownership of this goal? <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <hr>\n  <h5><strong>Meeting Notes (for Internal Purposes):<\/strong><\/h5>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting #1 Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting #1 Other Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"url-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Meeting #1 Call Recording <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"decide-if-there-is-opportunity-for-expansion\">\n <h2>Decide if there is opportunity for expansion<\/h2>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is there an opportunity to expand? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"generate-record-of-opportunity-in-google-sheets\">\n <h2>Generate record of opportunity in Google Sheets:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">Before you get started you\u2019ll need to have a few things set up in Google Sheets:<\/p>\n  <ol>\n   <li>Create a new spreadsheet in&nbsp;<a href=\"https:\/\/www.google.com\/sheets\/about\/\" rel=\"nofollow\" target=\"_blank\">Google Sheets<\/a><\/li>\n   <li>Give your spreadsheet a name and add column headers for the data you would like to capture<\/li>\n   <li>Optional: You can add more sheets to the same spreadsheet as required. Give your sheets names to help identify them when creating your automation<\/li>\n  <\/ol>\n  <p class=\"style-danger\">Your Google Sheet must be <strong>located in \u201cMy Drive\u201d<\/strong> for your <strong>automation to work<\/strong>, i.e you must be the owner of the sheet to create an automation with it.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-danger\">You'll then need to authenticate your Google Sheets account, choose the sheet, and map the fields from your workflow that you would like to pull into your Google Sheet.<\/p>\n  <p>For more information on Google Sheet automations, check out our <strong><a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\" rel=\"nofollow\" target=\"_blank\">help page<\/a><\/strong>.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"record-opportunity-in-google-sheets\">\n <h2>Record opportunity in Google Sheets<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Copy-paste the opportunity name into the field below.\n    <br>\n    <br>Then complete this task to add the details to the Opportunity tracking Google Sheet.<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\"><strong>{{form.Company_Name}} - Expansion<\/strong><\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Opportunity name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Amount $ <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Expected close date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"create-opportunity-in-salesforce\">\n <h2>Create opportunity in Salesforce<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Create an opportunity in Salesforce by following the instructions in the image below. Once setup, when you check off this task a new case will be created in your service dashboard in Salesforce.<\/strong><\/p>\n  <p><span style=\"background-color: #fce8a7;\">For <strong>more guidance<\/strong> setting up this automation check out<a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow\" target=\"_blank\"><strong> \"Example 5\" on this help doc.<\/strong><\/a><\/span><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-warning\">Opportunity name: <strong>{{form.Company_Name}} - Expansion<\/strong><\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Opportunity Stage <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Needs Analysis<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Value Proposition<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Perception Analysis<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Close Date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"><i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here<\/button>\n   <\/div>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"complete-onboarding-process\">\n <h2>Complete onboarding process<\/h2>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Onboarding Completion Notes <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-success\" style=\"text-align: center;\"><strong>Completing the onboarding for this customer sends a message to \n    <br>the #customer-onboarding channel in Slack<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Sources<\/h4>\n  <hr>\n  <ul>\n   <li><a href=\"http:\/\/%20https\/\/www.shopify.com\" rel=\"nofollow\" target=\"_blank\">Shopify<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/%20https\/\/www.shopify.com\/partners\/blog\/the-designer-s-guide-to-client-onboarding\" rel=\"nofollow\" target=\"_blank\">Designer's Guide to Client Onboarding<\/a><\/li>\n   <li><a href=\"http:\/\/%20https\/\/www.elegantthemes.com\" rel=\"nofollow\" target=\"_blank\">Elegant Themes<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/%20https\/\/www.elegantthemes.com\/blog\/resources\/client-onboarding-the-ultimate-guide-for-web-designers\" rel=\"nofollow\" target=\"_blank\">Ultimate Web Designer Client Onboarding<\/a><\/li>\n   <li><a href=\"https:\/\/blog.alexa.com\/\" rel=\"nofollow\" target=\"_blank\">Alexa<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/blog.alexa.com\/client-onboarding-checklist\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/page.continuum.net\/\" rel=\"nofollow\" target=\"_blank\">Continuum<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/page.continuum.net\/resources\/downloadables\/white-label\/thank-you\/client-onboarding-success-kit?submissionGuid=dea85e34-f7e4-44b3-a901-4ab2e6250b88\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Success Kit<\/a><\/li>\n   <li><a href=\"http:\/\/ww2.rapidfiretools.com\/\" rel=\"nofollow\" target=\"_blank\">RapidFireTools<\/a>&nbsp;-&nbsp;<a href=\"http:\/\/ww2.rapidfiretools.com\/clients\/performanceit\/uploads\/PDF_DOCUMENT_FILES\/SPCi-New-Client-On-Boarding-Checklist.pdf\" rel=\"nofollow\" target=\"_blank\">New Client Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.solarwindsmsp.com\/\" rel=\"nofollow\" target=\"_blank\">SolarWinds<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.solarwindsmsp.com\/blog\/six-steps-onboarding-customers-properly\" rel=\"nofollow\" target=\"_blank\">6 Steps for Onboarding Customers Properly<\/a><\/li>\n   <li><a href=\"https:\/\/www.atlascode.com\/\" rel=\"nofollow\" target=\"_blank\">AtlasCode<\/a>&nbsp;-&nbsp;<a href=\"https:\/\/www.atlascode.com\/blog\/software-development-project-roles-and-responsibilities\/\" rel=\"nofollow\" target=\"_blank\">Software Project Roles and Responsibilities<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related checklists:<\/h2>\n <div class=\"text-content\">\n  <h4 style=\"text-align: center;\">Related checklists<\/h4>\n  <hr>\n  <ul>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/employee-onboarding-with-automations\/\" rel=\"nofollow\" target=\"_blank\">Employee Onboarding With Automations<\/a><\/p>\n   <\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/employee-orientation-with-automations\/\" rel=\"nofollow\" target=\"_blank\">Employee Orientation With Automations&nbsp;<\/a><\/p>\n   <\/li>\n   <li>\n    <p><a href=\"https:\/\/www.process.st\/checklist\/report-technical-issue-with-automations\/\" rel=\"nofollow\" target=\"_blank\">Report Technical Issue With Automations<\/a><\/p>\n   <\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-a-marketing-agency\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for a Marketing Agency<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-financial-planners\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding for Financial Planners<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-for-criminal-law-firms\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for Criminal Law Firms<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/high-touch-client-onboarding-for-saas-companies\/\" rel=\"nofollow\" target=\"_blank\">High Touch Client Onboarding for SaaS Companies<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/website-design-client-onboarding-template\/\" rel=\"nofollow\" target=\"_blank\">Website Design Client Onboarding Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/landlord-onboarding-checklist\/\" rel=\"nofollow\" target=\"_blank\">Landlord Onboarding Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-an-accounting-firm\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for an Accounting Firm<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/patient-intake-for-a-dental-clinic\/\" rel=\"nofollow\" target=\"_blank\">Patient Intake Checklist&nbsp;for a&nbsp;Dental Clinic<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/patient-intake-for-a-medical-clinic\" rel=\"nofollow\" target=\"_blank\">Patient Intake Checklist for a Medical Clinic<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-real-estate\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for Real Estate Sales<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-process-for-a-managed-service-provider\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist for a Managed Service Provider<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-management-consulting\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding&nbsp;Checklist&nbsp;for Management Consulting<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/client-onboarding-checklist-for-an-insurance-broker\/\" rel=\"nofollow\" target=\"_blank\">Client Onboarding Checklist&nbsp;for an&nbsp;Insurance Broker&nbsp;<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: This is an&nbsp;example template of how you can use automations to streamline your Customer Onboarding processes. Automations allow you to build custom workflows by passing data and triggering actions to and from other apps, making work faster and more consistent. We designed this template to facilitate the complete onboarding process using automations to reduce [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":26311,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udd01","cover_icon_url":"","tasks_count":"19","template_description":"Get started with PS Automations feature. 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