Customer onboarding
Get every new account running smoothly from the first order
The onboarding playbookHand over without losing context
Sales notes and goals carry over to onboarding. Kickoff tasks created on their own.
Share a clear plan
A checklist in the customer portal. Owners and dates for every step.
Guide with timely messages
Emails triggered by what each customer has done. Help articles at the right step.
Measure time to value
See which customers are on track. Spot the steps where people stall.
What’s included
What the Campaign Agent can do
Campaign plans
A goal, audience, channels and timeline, drafted in one pass.
Audience segments
Segments built from what customers actually do.
Email and page drafts
First drafts in your brand’s voice.
Approval steps
Routes each piece to the right reviewer before it goes live.
Results summaries
Explains what worked after every send.
Brand guardrails
Uses your approved words, images and tone.
What changes
A better first month, a longer relationship
What your service team notices
Customers who reach their first result quickly stay longer. A shared plan and timely help make that first result likely, not lucky.
Your onboarding team sees every new customer’s progress on one board and spends time where it’s needed.