Workflow · Support
Customer onboarding checklist
A checklist that walks a new customer from signup to first use.
- Risk
- R2 Acts after approval
- Needs
- New customer record
- A person
- is designed to decide at step 3
On request, as of 4 Nov 2026.
How it works
- Open the checklist when the customer signs up.
- Send the welcome steps.
- A person confirms setup is complete.
- Check in after a week.
- Close the checklist.
Needs from you: New customer record.
What it needs connected: Customer records; Email or WhatsApp.
Where a person is designed to decide: A person confirms setup is complete.
These approval steps describe how an entry is designed. Whether a deployment enforces them depends on how it is set up with you, and no run has been measured yet.
India: WhatsApp.