Customer onboarding automated

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Customer onboarding

Introist streamlines the onboarding process for new customers, automating communication, guiding them through important steps, and offering personalized support. This helps ensure a smooth transition and build lasting relationships based on trust. By providing a positive onboarding experience, our tool sets the tone for a successful customer relationship.

Use cases

>

Customer onboarding

Use cases

>

Customer onboarding

Trigger

start date

in 1 month

And

premium account

true

Customer onboarding

Basic overview of the automation

Example automation

Trigger

start date

in 1 month

And

premium account

true

Customer onboarding

Calendar

Schedule planning meeting with the team

Slack message

Notify account manager of onboarding completion

Email message

Email customer onboarding forms

Email message

Notify customer of onboarding status

Remind customer of upcoming deadlines

Slack message

Send a feedback form about the process

Calendar

Schedule A kick-off meeting

Email message

Confirm payment and invoicing details

Forget your Customer onboarding checklist

Without Introist

One or more people are wasting hours on admin work instead of more strategic work for people.

The employee experience is not consistent for everyone. People forget and have their own ways.

Back and forth meeting scheduling with others.

With Introist

It feels like magic when admin busywork is just happening.

The employee experience is consistent. It makes people happy and productive.

You do not have to hire an extra pair of hands to get everything done.

Use data from your tools

Connect Introist with your existing tools, using diverse data sources to trigger automations and incorporate various steps into your current ecosystem.

Zendesk

Asana

Trello

Gusto

Notion

ADP

UKG

Recruitee

SmartRecruiters

Workable

Lever

Ashby

See all available data sources

Key feature

Automated and personalised communications

Automate personalized messages to employees across platforms like email, Slack, or Teams, send custom reminders and information to managers and involved parties, all originating from personal company accounts instead of generic 'noreply' addresses.

Gmail

Outlook

Slack

Teams

Key feature

Automated calendar scheduling

Introist automates the scheduling of events and critical check-ins, easily coordinates meetings between employees and managers by intelligently considering availability, and efficiently handles declines and cancellations, ensuring seamless transitions without the need for manual adjustments.

Google Calendar

Outlook

Key feature

Stakeholder management

Automate reminders to keep managers, buddies, People Ops, and other stakeholders informed and engaged throughout the onboarding process.

Automatically assign buddies and manage relocation details for a seamless transition. Prompt stakeholders automatically for crucial information to maintain the onboarding timeline.

Automate reminders to keep managers, buddies, People Ops, and other stakeholders informed and engaged throughout the onboarding process.

Automatically assign buddies and manage relocation details for a seamless transition. Prompt stakeholders automatically for crucial information to maintain the onboarding timeline.

Google Calendar

Outlook

Gmail

Slack