Onboarding Flow
Guides new clients or users through onboarding steps automatically, with reminders and escalations when they stall.
// the problem
Onboarding churn is the most preventable churn there is. The customer signed up. They were motivated. Then the welcome email arrived, they opened it, didn't have time right then, and the moment passed. Nobody followed up because the CS rep was handling six other accounts that week. Onboarding flow tracks where each client or user is in the defined onboarding sequence, sends the right message at the right step, and escalates to a human when someone stalls past a configurable threshold. The escalation includes context: who they are, which step they're stuck on, and how long it's been. The human gets a warm handoff, not a cold lookup.
what changes
- Every new client moves through onboarding steps on schedule without a CS rep tracking each one
- Stalls are escalated to a human within a configurable window, with full context attached
- Onboarding completion rate is measurable because every step and outcome is logged
- Sequence steps are editable without code, configurable per client type
// how it works
The mechanism, end to end. Each step is logged so you can see what the agent did and why.
// surface area
connects to
- HubSpot
- Intercom
- Slack
- Gmail
- Supabase
writes back to
- HubSpot contact (onboarding stage, step completed, stall flag)
- Supabase onboarding log (client id, step, status, escalation timestamp)
all writes are logged to the audit trail
// works for
Onboarding Flow is built to run inside any of these business types. The same agent, wired into your stack.
// ready to scope the build?
See Onboarding Flow run on your workflow.
Book a 15-minute audit call. We map your real workflow against what this agent handles, scope what gets built and what it connects to, and you leave with the math. No pitch, no obligation past the call.
15 minutes, no deck, just the working machine.