Outcome. As soon as the kickoff call is logged as done, the customer gets a short satisfaction survey, giving CS an early read on the relationship instead of waiting for the end-of-onboarding NPS.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-009
flowchart TD
A[Kickoff Completed checked, survey not yet sent] --> B[Delay 2 hours]
B --> C[Send Post-Kickoff CSAT email]
C --> D[Set CSAT Survey Sent = true]
When to use it, when not to
- UseUse it when onboarding runs through a ticket (see customer-onboarding-005) and the team wants a feedback checkpoint right after the first live interaction.
- UseUse it when a Customer Satisfaction (CSAT) survey already exists in the Service Hub Feedback Surveys tool, this fiche assumes the survey is built, not that it creates one.
- SkipDo not use it if the kickoff is not a distinct, loggable event, for example fully self-serve onboarding with no call.
- SkipDo not use it if you already send a single onboarding-completion survey (customer-onboarding-020) and a second one right after kickoff would be survey fatigue for a short onboarding.
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.6 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.3 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.
