Streamline new customer onboarding and schedule quarterly check-ins

Member success managers miss onboarding steps when purchases don't create tasks, causing delayed handoffs. Tasks are created and assigned after purchase so onboarding and quarterly check-ins start.

Overview

Missed onboarding tasks create manual handoffs and put renewals at risk. This workflow converts each purchase into an assigned onboarding project with scheduled quarterly check-ins, eliminating manual task creation and ensuring faster handoffs and zero missed follow-ups.

Notable Features

Create onboarding tasks after purchase
Assign owners based on rules
Schedule recurring quarterly check-ins