Customer Onboarding Automation

New customer signs up. Welcome email sends. Account gets created. Task assigned to their success manager. Calendar invite goes out. All automatic.

The Problem

New customers get excited when they buy. Then they wait. For the welcome email. For their account setup. For someone to reach out and help them get started.

Every hour of delay is a chance for buyer's remorse. Every missed step is a support ticket waiting to happen.

How It Works

Instant Welcome

Purchase triggers welcome sequence immediately. No waiting for someone to notice and act.

Account Provisioning

Create accounts, set permissions, generate credentials - all automatically based on what they bought.

Team Notification

Right team member gets assigned. Task created. Calendar invite sent. Everyone knows what to do.

Drip Education

Timed sequence of helpful content. Getting started guides. Tips. Check-ins. Delivered automatically.

Real Example

Modern Bungalow

Automated customer communication: 15+ hours monthly saved

9 different email scenarios triggered automatically based on Shopify events. Order confirmations, shipping updates, back-in-stock notifications - all handled without manual intervention.

Onboarding Steps to Automate

  • Welcome emails and sequences
  • Account creation and setup
  • Team notifications and task creation
  • Calendar scheduling
  • Document generation (contracts, proposals)
  • CRM updates and tagging
  • Training material delivery

See the Math

Every solution should pay for itself. Calculate what this problem is actually costing you.

Calculate Your ROI

Give New Customers the Experience They Deserve

Let's build an onboarding system that runs itself.