Outcome. If a new customer has not booked their kickoff call a few business days after the invite went out, the onboarding owner gets a reminder, and if it still is not booked after that, their manager gets pulled in, so slow starts get caught before they become churn risk.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-008
flowchart TD
A[Kickoff email sent, not yet booked] --> B[Delay 3 business days]
B --> C{Kickoff Booked?}
C -->|Yes| D[End]
C -->|No| E[Reminder task + notification to Onboarding Owner]
E --> F[Delay 3 more business days]
F --> G{Kickoff Booked?}
G -->|Yes| D
G -->|No| H[Escalate to CS manager]
H --> I[Set Kickoff Escalated = true]
When to use it, when not to
- UseUse it as the follow-up to customer-onboarding-002, once the kickoff invite has been sent and the team wants an actual escalation ladder instead of a single generic task.
- UseUse it when a delayed kickoff is a leading indicator of onboarding trouble for your product, not every business fits this pattern.
- SkipDo not use it if kickoff calls are optional or self-serve customers are common, filter those out first or skip the fiche for that segment.
- SkipDo not use it if you already have a CS manager reviewing a dashboard of unbooked kickoffs manually and do not want automated escalation, keep the reminder task alone from customer-onboarding-002.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.5 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.9 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.5 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
