A structured, automatic onboarding for every new client
The first month determines whether a client becomes loyal or leaves before their first invoice. Poorly orchestrated onboarding · forgotten emails, missed steps, no follow-up · is the leading cause of early churn. The Onboarding Agent automates the entire journey: personalized welcome email, activation checklist, automatic reminders and CSM alert if a client gets stuck.
Manual onboarding is inconsistent across clients. Customer Success Managers handle too many accounts to track every step. Clients who get lost during setup leave silently. And every day of activation delay reduces long-term retention chances.
Upon client account creation, the agent sends a personalized welcome email, creates an onboarding checklist in Notion or Jira (adapted to the client profile), sends automatic reminders for incomplete steps and alerts the CSM if a client hasn't progressed in 48h. Every step is tracked and visible to the team.
Workshop to define critical activation steps, target timelines and client profiles (size, sector, product purchased).
Drafting of welcome emails, D+3, D+7 and D+14 reminders, and congratulations messages at each completed step.
Automatic checklist creation at contract signing, status synchronization and real-time updates.
Onboarding progress dashboard per client, alerts on blocked accounts and weekly report.
Clients activate faster with a guided journey, targeted reminders and proactive help at every blocker.
Clients who get lost during setup are detected within 48h and re-contacted before they decide to leave.
Your CSMs no longer manage manual reminder emails. They only intervene on cases requiring human attention.
Free 30-minute audit. We analyze your context and deliver a concrete roadmap.