Create a customer onboarding workflow

Why use an agile workflow?

The right people

The right people

To the right work

To the right work

at the right time

at the right time

Benefits of an Agile Onboarding Workflow

A great Onboarding experience can increase client retention and measurably improve team performance. Create step-by-step workflow to make it pain-free. Use your top experts and replicate the path to success.

for the client

for the client

  • Organize your relatioships
  • Set clear expectations
  • Manage clients facing communications
  • One-click activity history to bring teams up to speed
for the company

for the company

  • Repeatable, improvable workflow
  • Clear ownership
  • On task communication
  • Achievable milestones
  • Manage and track progression

Getting Started – Use an Onboarding Template 

Every business may need a sligthly different process, but we’ve done a lot of the ground for you!

Starts off with a complete client onboarding template and customize your needs

Manage your:

  • First contact
  • Proposal and contacts
  • Scheduling
  • Setting Expectations


Design a Workflow

From the process orchestration screen, we can build a step-by-step workflow:

 Some tips:

  • Use your best resources. Re-create high performers processes.
  • Focus on each time talent needs to touch a project, and create a status for it.

Create a new status for each step and assign the team who needs to handle the task.

Connecting the steps

Progressing each activity

Activities from status to status by simply dragging and dropping them from the backlog, kanban and process orchestration screen.


Adding a Team

From Users and Permissions page, add each member of a team using their name and email.

Some tips:

  • Use your teams page to organize each person into their disciplines.
  • Use the toggle switches to control what user can see, edit or if that field is required.

Assigning Teams to tasks

From the Process Orchestration Page, add the automation “notify” to inform your team whenever an activity moves into a status

Some tips:

  • Set notifications for each team on the status they own.

Customize for your Business

Customize the activity form using the Mappings page. Use your form to give each team all the information they need.

Some tips:

  • Don’t Forget the basics! Client name is a useful field.
  • Use your data like internal client ID’s, so you can organize, automate or edit with them later.

Creating your first activity

Use the Kanban or Backlog page to create a new activity for your teams.

Some tips:

  • Fill in all the information you have
  • Considering some interesting zaps to automate tasks creation
  • Prioritize your backlog by moving high-priority to the top

Move that activity to the first step in the process and watch the work begin.