Customer onboarding and activation

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Customer Payment Confirmed

   New customer subscription is created and first payment is successfully processed in Stripe. Customer data including plan type and company information is captured.

   Stripe
2. 2

   Action

   Create Customer Profile

   Customer record is automatically created in Salesforce with subscription details, company size, and initial contact information. Lead is marked as converted and moved to onboarding stage.

   StripeSalesforce
3. 3

   Action

   Send Welcome Message

   Personalized welcome message is sent via Intercom with getting started guide, calendar link for setup call, and access credentials. Customer is tagged for onboarding sequence.

   IntercomSalesforce
4. 4

   Decision

   Check Engagement Level

   System monitors customer activity for 72 hours to determine if they've completed initial setup tasks and shown product engagement. Branches workflow based on engagement score.

   SalesforceGainsight
5. 5

   Action

   Deploy Targeted Intervention

   Low-engagement customers receive proactive outreach via Intercom and Zendesk ticket creation for customer success team. High-engagement customers get advanced feature tutorials.

   IntercomZendeskGainsight
6. 6

   Action

   Update Success Metrics

   Customer health score is calculated and updated in Gainsight based on onboarding completion rate, feature adoption, and engagement levels. Timeline and milestones are tracked.

   GainsightSalesforce
7. 7

   Output

   Generate Onboarding Report

   Comprehensive onboarding status report is created showing activation progress, next steps, and risk indicators for customer success team review.

   GainsightSalesforce

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