Onboarding · Zapier + Calendly
Customer Onboarding & Activation System
New customers had no consistent path from signup to first value, and onboarding calls were booked and tracked manually.
Analysis
Reviewed every step between signup and activation, where handoffs dropped, and which onboarding tasks were repeated manually each time.
System built
Built an onboarding checklist and an automated Calendly + Zapier + Asana workflow that schedules the kickoff call, creates onboarding tasks, and tracks each customer's progress.
Before
Manual scheduling, ad-hoc onboarding steps, no shared view of customer progress.
After
A repeatable onboarding path with automated scheduling, task creation, and progress tracking.
Business outcome
Onboarding became repeatable and trackable instead of dependent on memory.
Customer outcome
Customers reach first value on a clear, guided path with consistent follow-up.
Takeaway
Onboarding is an operations problem before it is a communication problem.