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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.

Marketingrevops-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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In the words of50+ live tenants.

Jim Stromberg, CEO at StockInvest

“We were losing visitors before they signed up. Intempt's personalized experiences changed that - we started meeting people where they were instead of guessing. Once they're in, Intempt's automated email takes over and keeps the relationship moving. Acquisition and retention finally feel like one connected motion instead of two separate problems.”

Jim Stromberg

CEO, StockInvest

Eric Gardner, COO at FieldsUSA

“Intempt helped us turn real browsing and purchase signals into personalized experiences that drive repeat buying. We finally have one system that sees the whole customer journey.”

Eric Gardner

COO, FieldsUSA

Tadas Kertenis, Co-founder at Hoperfy

“With Intempt, we built a signal-led pipeline driven by real behaviors. Follow-ups are triggered by intent signals instead of timelines, so we only focus on users who are truly engaging.”

Tadas Kertenis

Co-founder, Hoperfy

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