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Intempt

Coordinate onboarding without it living in someone's head

Onboarding usually depends on one CSM remembering every step for every account. This runs account setup, kickoff tasks, and calendar coordination as a real journey with a completion funnel to track it.

Marketrevops-automatorB2BAdvanced5 steps5 outputs
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Account Task Meeting Journey Report
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What it does

Runs account setup, kickoff tasks, and calendar coordination as a structured onboarding journey, tracked through to a completion funnel.

You get

a structured onboarding journey with a completion funnel

not tribal knowledge

How it works

1

Setup Account

update_account

Configure the new account record with onboarding fields, target go-live date, and CSM assignment.

Produces:Account
2

Create Onboarding Tasks

create_task

Create the onboarding task checklist for the assigned CSM with default due dates.

Produces:Task
3

Schedule Kickoff

book_meeting

Create kickoff meeting calendar event with the account stakeholders.

Produces:Meeting
4

Build Onboarding Journey

Create Journey

Build an email journey supporting the user through onboarding milestones with helpful resources at each step.

Produces:Journey
5

Build Onboarding Funnel

build_funnel_report

Compose a funnel report tracking onboarding milestone completion (kickoff → setup → first-value → go-live).

Produces:Report

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B2B Customer Onboarding Journey | Intempt