TechAppForce

Customers and sales

Customer onboarding

Take every new customer from signed to live with checks, calls and a welcome.

Book a demoSee how it runs
  1. New
  2. ChecksApproval
  3. Setup
  4. Training
  5. LiveDone
PassedWaits for a personEvery move is kept in the record's history

The problem

What goes wrong today

Today
Once a deal is signed, onboarding is a checklist in someone’s head. Identity checks, account setup in other systems and the welcome email all happen by hand, and new customers wait while the team works out who does what.
Who feels it: Customer success and operations teams

How it runs on TechAppForce

A day with it, step by step

Amber steps wait in a person's work inbox; everything else moves on its own.

  1. A deal is signedAt a business software company, sales closes a new customer. The onboarding record is created with the plan and start date.
  2. Checks run on their ownA workflow sends the company details to the identity-check service. The result comes back clean and is stored on the record.
  3. Setup and welcomeThe record moves to Setup. The customer’s admin receives the welcome email, and the onboarding owner gets the steps for this plan.
  4. Training bookedThe owner books training, uploads the attendance sheet and moves the record to Training.
  5. LiveMarking the onboarding Live sends a webhook to the billing system, and the customer’s first invoice goes out on the right date.
Illustration. The organisation and people are invented.

What gets configured

Settings you can read, change and release

No code for any of this, unless a rule truly needs it.

Records 4

  • Onboarding5 fields + history, files, comments
  • Check4 fields + history, files, comments
  • Contact4 fields + history, files, comments
  • Onboarding step5 fields + history, files, comments

Stages 5

  1. New
  2. Checksdecides
  3. Setup
  4. Training
  5. Live

Automatic 4

  • WorkflowCreating the onboarding record calls your identity-check or CRM service over HTTP and stores the result
  • WorkflowA clean result moves the record to Setup automatically
  • NotifyA welcome email built from a template goes to the customer’s main contact
  • CodeA webhook tells your billing or provisioning system that the customer is live

Screens and reports 5

  • Kanban of onboardings by stage
  • Onboarding view with steps, contacts, files and comments
  • Data grid of onboardings past their target date
  • Weekly onboarding status by owner, in Excel
  • Welcome pack as a PDF generated from the record
Who approves, in detail

If an identity or credit check comes back with a warning, the onboarding goes to the account manager named on the record, and to the risk role above a set contract value.

When the rules change

Bring your version of this.

A change a few months in is a reviewed release, not a rebuild. We will configure your version with you in a demo.

Book a demoAll use cases

Release: Workflow: onboarding created

Steps
Unchanged: Identity check (HTTP)
Added: + Credit check above 20,000
Added: + Notify account manager
  1. Developmentmake the change
  2. QAreview the diff, test it
  3. Productionpromote the release
Illustration.