Onboarding milestone tracking

New customers tracked to first value on the plan

Salesforce, Asana, Slack

How a run goes

The steps this agent takes, in order, and what each one leaves behind.

Reads the onboarding plans and the product usage

Tracks each new customer against the onboarding plan: kickoff, setup, training, first value

Finds the customers behind and drafts the messages

Flags the customers behind plan and drafts the check-in to the customer and the internal escalation

Drafts the monthly report

Reports time to first value by segment each month

Works in

Salesforce, Asana, Slack

What it does

Tracks each new customer against the onboarding plan: kickoff, setup, training, first value
Flags the customers behind plan and drafts the check-in to the customer and the internal escalation
Reports time to first value by segment each month

Enrich, update, and report on records under your profile.

Create and update tasks and projects with handoffs.

Post briefs and alerts to the right channels.

Need it to work differently?

Every agent can be changed: the steps it takes, the systems it uses and who approves what.