Customer onboarding

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.

Workflow steps in Catalytic

Trigger the onboarding process when a signed contract is received

1

Look up necessary onboarding steps

2

Assign onboarding manager to oversee experience

3

Send email tasks to new customer and internal teams

4

Notify customer with all necessary next steps

5

Distribute finalize report once onboarding is complete

6

Tagged:

customer ops

tasks forms

integration

Created by: Catalytic

Already a Catalytic user?

Find this installable workflow in the Catalytic platform's Showcase Templates to start configuring this process for yourself.