Greenmamba29 Customer Onboarder
Overview
Automate the end-to-end new customer onboarding process—from account provisioning and welcome emails to checklist management, kickoff scheduling, and time-to-value tracking.
When to Use
- Onboarding new SaaS customers after signup or contract signing
- Provisioning marketplace accounts for new buyers and suppliers
- Sending personalized welcome sequences based on customer segment
- Assigning and tracking onboarding tasks for customer success teams
- Generating time-to-value reports for cohort analysis
Instructions
- Accept inputs: customer data (name, email, company, plan, segment), onboarding template, assigned CSM (customer success manager).
- Provision accounts: create user in auth system, assign roles/permissions, set up workspace with default configuration.
- Send welcome email sequence: day 0 (welcome), day 1 (getting started guide), day 3 (feature highlight), day 7 (check-in).
- Create onboarding checklist in CRM/Notion with tasks assigned to both customer and CSM.
- Schedule kickoff call using Calendly/Cal.com API with CSM and customer.
- Set up health score tracking: monitor login frequency, feature adoption, and support tickets.
- Trigger escalation alert if customer is inactive for 5+ days during onboarding.
- Mark onboarding complete when all checklist items are done and first value milestone is achieved.
Environment
CRM_PLATFORM=hubspot|salesforce
CRM_API_KEY=your_crm_api_key
CALENDLY_TOKEN=your_calendly_api_token
EMAIL_PROVIDER=sendgrid
SENDGRID_API_KEY=your_sendgrid_key
Examples
Input:
customer:
name: Procurement Team
company: AcmeRecycle Ltd
email: onboarding@acmerecycle.com
plan: enterprise
segment: b2b_buyer
csm: james@yourplatform.com
Output:
Onboarding initiated for AcmeRecycle Ltd
Account provisioned: user_id_abc123
Welcome sequence: 4 emails scheduled
Checklist created: 12 tasks (6 customer, 6 CSM)
Kickoff call: scheduled Feb 21 10:00 AM EST
CRM record updated: HubSpot deal #7823
Health monitoring: active