customer-onboarder

Automate SaaS customer onboarding by using scripts that manage account provisioning via HubSpot or Salesforce integrations, send personalized email sequences, and trigger setup events. This replaces manual onboarding steps with an end-to-end automated workflow.

Yes, onboarding workflows can be customized based on customer plan types like enterprise, standard, or starter, and segments such as b2b_buyer, smb, or self_serve. This ensures tailored email sequences and task assignments for each group.

Automated onboarding works directly with SendGrid to send personalized welcome email sequences. It connects your CRM triggered events to SendGrid, delivering tailored communications based on the specific customer plan and segment.

Schedule kickoff calls and generate dynamic checklists during onboarding by integrating Calendly or Cal.com links. The automation assigns tasks to both the customer and CSM while simultaneously booking the required kickoff meetings.

Monitor ongoing customer health and trigger escalation alerts by configuring the automation to track progress after kickoff. It continuously evaluates customer setup completion and automatically notifies teams if health scores drop.

Yes, you need a configuration file containing your customer and CSM details to start the onboarding automation. Providing this structured input allows the script to execute the end-to-end workflow accurately.