Leveraging smart forms and tasks, improve the experience of a new customer. Ensure that all information is collected and next steps are communicated in a simplified fashion via email forms. Make handoffs smooth and timely. Track progress and aggregated details through Catalytic's workflow Insights visualization.
Trigger the onboarding process when a signed contract is received
Look up necessary onboarding steps
Assign onboarding manager to oversee experience
Send email tasks to new customer and internal teams
Notify customer with all necessary next steps
Distribute finalize report once onboarding is complete
Watch this Catalytic demo of a client project workflow that predicts timeline, then generates a budget, engagement letter and presentation deck.