Customer Communication

Customer Onboarding

Guide every new customer through a consistent welcome.

The problem

New customers wait on manual steps to get access, information, and next actions.

The repetitive task it eliminates

Manually sending welcome emails, access details, and onboarding instructions one by one.

How the automation works

A triggered onboarding journey sends timed welcome messages, grants access, shares next steps, and checks in — all without manual hand-offs.

Business benefits

Instant response to new customers
Consistent onboarding for everyone
No manual coordination bottleneck
Better first impression

What's included in the setup

Onboarding journey design
Welcome message customization
Trigger configuration
Testing and deployment

Implementation scope

Standard — $249–$299

Multi-step workflow configuration
Conditional logic where required
Two or three supported integrations
Workflow testing
Deployment and handover
Seven-day bug-fix support

These are standard scopes, not unlimited development commitments. Additional integrations, custom features, and substantial changes must be quoted separately.

Seven-day post-deployment support

Every standard implementation includes seven days of post-deployment bug-fix support. This covers corrections to functionality that does not operate according to the agreed specifications.

Not included:

New features
Additional workflows
New integrations
Changes in business requirements
Third-party service outages
Changes caused by external platform updates

These can be quoted separately.

Requirements & limitations

Access to your CRM
A connected email or SMS sender

Third-party subscriptions, API costs, and platform fees are not included and will be disclosed before setup. We never ask for passwords through ordinary forms — secure delegated access is used where needed.