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Customer Onboarding Automation

Automated new customer onboarding with milestone tracking, health scoring, and proactive intervention

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: onboarding customer-success health-scoring adoption retention

Workflow Diagram​

Steps​

Step 1: Kickoff scheduling​

Agent: onboarding

specialist - Book implementation kickoff call

Step 2: Success plan creation​

Agent: /create

success-plan - Define goals, milestones, success criteria

Step 3: Training delivery​

Agent: onboarding

specialist - Conduct product training sessions

Step 4: Milestone tracking​

Agent: /track

milestones - Monitor completion of key setup tasks

Step 5: Health scoring​

Agent: /calculate

health - Assess engagement, adoption, satisfaction

Step 6: Risk detection​

Agent: health

scoring-agent - Flag accounts with low engagement or delays

Step 7: Proactive outreach​

Agent: customer

success-manager - Intervene with at-risk customers

Usage​

To execute this workflow:

/workflow business/sales/customer-onboarding-automation.workflow

See other workflows in this category for related automation patterns.