Customer onboarding
Get every new customer fully onboarded within 48 hours.
Track each onboarding step per customer and nudge until all of them are done.
For: SaaS, agencies and B2B services with a setup checklist.
The business problem
A welcome email isn't an onboarded customer.
- Onboarding spans your app, CRM and inbox. No single tool sees all of it.
- Customers stall on one step and nobody notices until they churn.
- “Onboarding sequence completed” usually means the emails finished, not the customer.
The outcome
Ensure every new customer completes onboarding within 48 hours.
Example workflow
- 1. TriggerWebhooks
New customer
Signup or closed-won deal posts to a webhook.
- 2. ActionCRM Messaging
Send welcome + checklist
Email with the 3 steps that matter.
- 3. Wait
Wait 24 hours
Your app posts events as steps complete.
- 4. Branch
All steps done?
No: send a nudge for the missing step and alert the account owner.
- 5. Outcome
Customer onboarded
Recorded when every required event has arrived.
Measurable outcome
How the result is measured and verified.
- Metric
- Customers onboarded within 48 hours
- Target: All configured onboarding events received within 48 hours
- Verified by
- Events from your app or CRM for each required step (e.g. account connected, first workflow published).
- Not counted as success
- The welcome sequence finishing.
- When it fails
- At the deadline, the customer is flagged at risk with the missing step named.
Integrations used
Status is shown as it is today. Anything not yet available can be reached through an HTTP step or a webhook.
Webhooks
AvailableHTTP Request
AvailableCRM Messaging
Needs operator setupHubSpot
Beta — bring your credentials
Other solutions
Start automating what actually matters.
Define one outcome, connect a webhook, and see what got done. Free to start, no card needed.