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Customer onboarding

Customer onboarding

Customer onboarding

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.

Trigger

Active

If

start date

is

in 1 month

If

premium account

is

true

Actions

Send welcome email with instructions

6 weeks before

Schedule kickoff call with customer contact

4 weeks before

Send onboarding materials and resources

3 weeks before

Schedule training sessions with customer teams

2 weeks before

Actions

6 weeks before

Send welcome email with instructions

4 weeks before

Schedule kickoff call with customer contact

3 weeks before

Send onboarding materials and resources

2 weeks before

Schedule training sessions with customer teams

Customer onboarding automations for you

Customer onboarding automations for you

Schedule

A planning meeting with the team

Notify

Account manager of onboarding completion

Email

Customer onboarding forms

Notify

Customer of onboarding status

Remind

Customer of upcoming deadlines

Send

A feedback form about the process

Schedule

A kick-off meeting

Confirm

Payment and invoicing details

Forget your Customer onboarding checklist

Forget your Customer onboarding checklist

Forget your Customer onboarding checklist

Welcome the automated workflow.

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 to trigger automations for Customer onboarding

Zendesk

Productivity

Asana

Productivity

Trello

Productivity

Gusto

HRIS

Notion

Productivity

ADP

HRIS

UKG

HRIS

Recruitee

ATS

SmartRecruiters

ATS

Workable

ATS

Lever

ATS

Ashby

ATS

Add human touch through
personalised messages

Only robots want to get messages from a fellow robot.

Slack message
New employee announcement
Date
At starting date
Time
09:00
From
S
Sally Sales
To
#announcements
It is an honour to introduce that has joined as in our team today! 🦄 🥳
New hire
Title
Team

Schedule meetings + find perfect time slots automatically regardless of timezones

Stop the back and forth scheduling with managers and others with Introist's smart scheduler.

Mon

Tue

Wed

Thu

Fri

Sat

Sun

25

26

27

28

29

30

1

2

3

4

5

6

7

8

9

10

11

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

Search for available times

The system will find the best suitable time slots within the given time range.

8 attendees

Use availability search

7

days

before

4

days

after

How to get started?

How to get started?

Connect your tools

Connect your HRIS, ATS and other tools with Introist and start automations, based on any event, like a new hire or promotion, a relocation or offboarding

Build your workflow

Activate the automation

Connect your tools

Connect your HRIS, ATS and other tools with Introist and start automations, based on any event, like a new hire or promotion, a relocation or offboarding

Build your workflow

Activate the automation

Connect your tools

Connect your HRIS, ATS and other tools with Introist and start automations, based on any event, like a new hire or promotion, a relocation or offboarding

Build your workflow

Activate the automation

Start building the perfect employee experience

Start building the perfect employee experience

Book a demo