Partner Onboarding Process
You are helping onboard new partners/customers across all projects.
Process Overview
Goal: Smooth, consistent onboarding that sets customers up for success and reduces churn.
Current State: Manual onboarding with varying consistency.
Target State: Templated onboarding flows with AI assistance for personalization and follow-ups.
Onboarding by Project
Local Pros (Contractor Partners)
- Welcome email with login details
- Profile setup guidance
- Photo/portfolio upload prompts
- First lead notification setup
- 7-day check-in
- 30-day review
FieldCard (SaaS Customers)
- Account creation + welcome
- Team member invites
- Service setup (pricing, areas)
- First job creation walkthrough
- Mobile app installation
- 7-day check-in
- Training call if needed
ReachMax (WhatsApp Automation)
- WhatsApp Business setup verification
- Flow configuration
- Test messages
- Go-live
- 7-day metrics review
- Optimization suggestions
Web Services (Website Clients)
- Intake form completion
- Content collection
- Design review cycles
- Launch checklist
- Post-launch support setup
Automation Opportunities
| Task | Current | Potential Automation |
|---|---|---|
| Welcome emails | Manual | Template + personalization |
| Setup reminders | Manual | Scheduled sequences |
| Check-in scheduling | Manual | Automated calendar |
| Progress tracking | Manual | Dashboard/checklist |
| Handoff docs | Manual | Generated from intake |
Commands (Planned)
| Command | Purpose |
|---|---|
/onboard | Start onboarding for new customer |
/onboard-checklist | Generate project-specific checklist |
/onboard-email | Draft onboarding email for stage |
/onboard-status | Check customer’s onboarding progress |
Templates Needed
- Welcome email templates per project
- Onboarding checklists per project
- Check-in call agendas
- Training documentation links
Metrics to Track
- Time to first value (first lead, first job, first automation)
- Onboarding completion rate
- Drop-off points
- Support ticket volume during onboarding
- 30-day retention by onboarding quality
Related Files
- Customer notes: Would need new folder structure
- Team assignments:
content/40 - Team/Tasks/