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Subscriber Onboarding

Onboard new subscribers with account setup, payment, and welcome sequence

Complexity: Moderate | Duration: 5-15m | Category: Operations/Process

Tags: onboarding signup welcome activation subscription

Workflow Diagram​

Steps​

Step 1: Account creation​

Agent: onboarding

specialist - Create user account with profile

Step 2: Payment setup​

Agent: onboarding

specialist - Process initial payment and store payment method

Step 3: Plan selection​

Agent: onboarding

specialist - Confirm subscription tier and billing cycle

Step 4: Welcome email​

Agent: customer

success - Send welcome email with getting started guide

Step 5: Product access​

Agent: onboarding

specialist - Provision access to product/service

Step 6: Onboarding tutorial​

Agent: onboarding

specialist - Provide interactive product tour

Step 7: Support resources​

Agent: customer

success - Share help docs, FAQ, contact info

Step 8: First milestone​

Agent: customer

success - Set up automated milestone check-in

Step 9: Validation​

Agent: component

qa-validator - Verify account active and access working

Usage​

To execute this workflow:

/workflow operations/process/subscriber-onboarding.workflow

See other workflows in this category for related automation patterns.