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
Schedule
A planning meeting with the team
Notify
Account manager of onboarding completion
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
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.
Workday
HRIS
Personio
HRIS
Bob
HRIS
BambooHR
HRIS
AlexisHR
HRIS
Gusto
HRIS
UKG
HRIS
Teamtailor
ATS
Recruitee
ATS
Lever
ATS
Greenhouse
ATS
Ashby
ATS
