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Intempt

Get new customers to value before they lose interest

You closed the deal. Now there's a 2-week gap where the customer is excited and your team is scrambling to set up their account.

WorkflowsB2BAdvanced5 steps5 outputs
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What it does

Automates the post-sale setup: account creation, kickoff tasks, calendar coordination, and a guided onboarding journey. Tracks completion at each step.

You get

Account setup workflow

kickoff task automation

calendar coordination

onboarding journey

completion funnel dashboard

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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Get new customers to value before they lose interest | Intempt Recipe