The faster you engage customers after a deal closes, the faster they can make progress and build momentum.
The faster customers make progress, the less likely they are to disengage and ultimately churn before realizing the value of your product.
Defining your handoff process in an automated workflow ensures the required handoffs happen repeatably, without things falling through the cracks, and without delaying your time to engagement no matter when a deal is closed.
Create a new onboarding deal or ticket when a deal moves to closed-won in the sales pipeline.
In this example, we're creating two different onboarding experiences based on a “Customer Segment” property populated during the sales process
Here are a few examples of different customer onboarding experiences you may want to create:
If you have multiple people or teams who work with different types of customers during onboarding use your branching logic to route them to the right team.
Note: we're using a different Arrows template for each customer segment in this example
A GREAT handoff builds on customer’s excitement, but BAD handoffs kill it quickly. If you create a clear process that removes the tedious tasks, you’ll remove unnecessary delays and help customers build momentum in their journey.
Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.