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Customer Success
Customer onboarding wizard
12 steps·~7 min·updated 2 min ago
✦
Use this when a customer signs up for a paid plan. Skip steps 4-5 if it's a trial.
✓
Greet the customer by name
Open the case, confirm their preferred name from the profile.
30s
✓
Confirm the workspace URL
Ask them to read it back so there's no typo.
45s
✓
Walk through the seat invite flow
Screenshare the admin panel — invite at least one teammate together.
2 min
4
Set up SSO if plan = enterprise✦ branch
If they're enterprise, jump to the SSO sub-process. Otherwise skip.
3 min
5
Pin the welcome doc
Pin /onboarding/welcome to their sidebar so they can come back to it.
30s
6
Schedule the 30-day check-in
Send the calendar link from the CS templates folder.
1 min
← PreviousMark step 4 done →Pause
Step-by-step with checkboxes. Branches called out inline.
No version tabs, no source tab, no metadata. Just "follow the steps."