From signature to first delivery. Frictionless.
The first 30 days decide if the client is happy or starts to have doubts. Five flows where we transform chaotic onboarding into a professional first impression.
Each with diagnosis, new step-by-step flow, and before/after metrics.
Client signs contract. Then the circus begins: someone prepares the contract, another sends invoices, another requests data, another creates accesses, another schedules a kick-off meeting. Twelve emails, three different people in charge. Two weeks until the client feels the service has started.
Each onboarding is an improvised scramble. Things are forgotten. Clients start frustrated. Customer Success burns energy on internal coordination instead of delivering value to the client.
- 1.Onboarding workflow designed from scratch with all steps identified.
- 2.Automatic trigger upon signature: account creation, contract generation, welcome email.
- 3.Agent collects missing data with a smart form (not 5 emails).
- 4.Automated access setup in all necessary tools.
- 5.Kick-off meeting automatically scheduled based on availability.
- 6.Customer Success arrives prepared, with everything already in place.
Onboarding drops from 14 days to 2. NPS of the first 30 days significantly increases. Customer Success freed up for real value.