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Customer success

Onboarding a new customer

How one team described it:
“When a client signs in DocuSign, we convert them to a customer in HubSpot, create a project in Asana and a shared Slack channel, schedule a kickoff call and send the first invoice from Stripe.”
  • HubSpot
  • Asana
  • Slack
  • Google Calendar
  • Google Meet
  • Stripe
5 run on their own2 stay with people

Typically saves 3–5 h per client

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Customer successOnboarding a new customer
Process description
Trigger
A client signs the contract in DocuSign
Outcome
Within a week the client is using the product and knows who to turn to.
Tools
HubSpotAsanaSlackGoogle CalendarGoogle MeetStripe
Steps
  1. 1
    Convert the deal to a customerCustomer success, tool HubSpot
    Can be automated
  2. 2
    Project from a templateCS manager, tool Asana
    Can be automated
  3. 3
    Shared channel with the clientCS manager, tool Slack
    Can be automated
  4. 4
    Schedule the kickoff callCS manager, tool Google Calendar
    Can be automated
  5. 5
    Kickoff call and requirementsCS manager, tool Google Meet
    Stays with a person
  6. 6
    Send the first invoiceBilling, tool Stripe
    Can be automated
  7. 7
    30-day check-inCS manager, tool HubSpot
    Stays with a person

Want this process in your company?

Make this process yours

Orbox starts from this example and asks how your team does it.

No developer? Work with an Orbox Partner

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