Customer onboarding
Get every new customer to value in their first weeks
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 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.
TRUSTED BY TEAMS IN BANKING, RETAIL, MANUFACTURING AND SOFTWARE
Illustrative customers for this demo.
Customer stories
Remarkable results, in every industry
Banks, retailers, manufacturers and software companies grow with Hourglass.
Illustrative stories for this demo.
“Our relationship managers see every product, conversation and service request for a business on one record. The Data Agent tells them which owners to call this week, and why.”
Daniel Okafor
Head of Relationship Banking, Allica Bank
27%
more cross-sell conversations per relationship manager
6 weeks
from kickoff to the first team live
“We build segments from what people actually bought, online or from a café that stocks our cups, not from who opened an email. The Campaign Agent drafts the whole plan, and we spend our time on the offer instead of the setup.”
Sam Whitaker
Head of Ecommerce, KeepCup
31%
more repeat orders
4x
faster campaign builds
“Quotes, orders and dealer conversations used to live in three systems and a lot of inboxes. Now our sales team and our dealers work from the same account record, and quotes go out the same day.”
Grace Haddad
VP of Dealer Sales, Suzuki
34%
faster quote turnaround
3
legacy systems retired
