Onboarding automation scales customer success. Set up email sequences for each milestone, create task templates for CSMs, trigger check-ins based on usage data and alert when customers fall behind.
Onboarding resources reduce support burden. Record Loom walkthroughs for key features, build a knowledge base in Notion or Trainual and create checklists that guide customers through setup.
Map the customer journey from signup to value realisation. Create 30-60-90 day milestones. Build automation that delivers consistent onboarding. Develop resources customers use to get wins fast.
See playbook
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Messaging platform with fine control over events and segments, good for product led journeys and complex triggers.
No code automation that connects apps and moves data, great for quick wins and alerts that save time.
Visual automation platform that connects tools and moves data with control and scheduling.
