Modelo

Onboarding de Clientes

O modelo de Onboarding de Clientes* do Pipefy é um processo passo a passo, especialmente desenvolvido com base nas boas práticas de Sucesso do Cliente para ajudar empresas de todos os tamanhos organizar e automatizar seus processos de onboarding de novos clientes.

Este modelo ajuda a organizar e agendar reuniões com clientes, automatiza emails com conteúdo útil para guiar o processo de onboarding e ajuda a implementar sua solução de forma mais eficaz.

*Este modelo de processo está em inglês.

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Estrutura do modelo

Veja como está estruturado este template, este é apenas uma exemplo, você pode customizá-lo.

Backlog

All new customers arrive here! Assign them to a Customer Success representative, analyse whether the contract is valid and ask the sales ream for a briefing on the customer.

  • 1. Assign a customer success representative:

  • 2. Is the sales contract valid?

    • Validated
    • Invalidated
  • 3. Ask the sales representative for a briefing:

Welcome

Welcome time! Send a welcome email and schedule the first meeting to introduce yourself and the onboarding process.

  • 1. Welcome email

  • 2. When will the welcome meeting happen?

  • 3. Did the customer have any doubts?

Implementation

Assist the customer during implementation – schedule a call, answer all doubts and questions.

  • 1. What solution the client was using before hiring your solution?

  • 2. What the customer hopes to achieve with the use of our solution?

  • 3. How can you help the client to achieve what he expects?

  • 4. Implementation

  • 5. Staff training

Closure

Check whether the customer has achieved what was expected during the onboarding period.

  • 1. Onboarding closure checklist

    • Customer's use stabilized
    • Customer perceives value in using tool
    • Customer is using the tool often
    • Customer is increasing its usage

Done

Onboarding is done! These customers are ready to rock!

Archived

Unfinished and abandoned onboardings…

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