Process examples

Sales & growth processes, step by step

4 processes teams run every week. Each one shows the steps that can run on their own and the decisions that stay with people. Start from the closest and Orbox adapts it to how you work.

- Webflow
- LinkedIn
- HubSpot
- Slack
- +2
Marketing & sales
From website lead to sales rep
Saves 5–8 h a weekSee the process
- HubSpot
- Asana
- Slack
- Google Calendar
- +2
Customer success
Onboarding a new customer
Saves 3–5 h per clientSee the process
- HubSpot
- Notion
- Google Docs
- Okta
- Gmail
Sales & security
Answering a security questionnaire
Saves 6–10 h per dealSee the process
- Slack
- Mixpanel
- Intercom
- HubSpot
- +2
Customer success
Contract renewal
Saves 2–4 h per renewalSee the process

Sales & growth processes, step by step

From website lead to sales rep

Onboarding a new customer

Answering a security questionnaire

Contract renewal

What do you want to automate first?