workflowintermediate2-3 hours

Customer Onboarding Pipeline

Automated customer onboarding workflow — welcome sequences, milestone tracking, health scoring, and success team task assignment. Replaces ChurnZero + Intercom onboarding + spreadsheet tracking.

Get Started on WaymakerOSView on GitHubBuild with Claude

What You'll Build

An automated customer onboarding pipeline that welcomes new customers, tracks milestone completion, calculates health scores, and alerts your success team when customers stall. Replaces ChurnZero + Intercom onboarding flows.

Sections Included (4)

Customer Intake

Webhook receives new customer event, creates onboarding record with assigned plan

Milestone Tracking

Track customer progress through onboarding milestones with completion dates

Health Scoring

Ambassador calculates health score based on milestone velocity and engagement

Success Automation

Journeys send welcome drips, alert on stalls, and celebrate completions

Design

Colours: Success-focused — green (#059669) primary, amber for at-risk, red for stalled, blue for in-progress
Typography: System sans-serif for data density
Mood: Supportive, proactive, data-informed

What This Deploys

Tables

onboarding_customers

Customer records with onboarding status and health score

onboarding_milestones

Milestone definitions per onboarding plan

onboarding_progress

Customer progress against milestones

onboarding_plans

Named onboarding plans with milestone sequences

Ambassadors

onboarding-webhook

Receives new customer events from billing/CRM

onboarding-health-scorer

Calculates customer health score based on milestone completion

Journeys

Welcome Sequence

Day 0-14 drip emails guiding new customer through setup

Stalled Onboarding

Alerts CS team when customer misses milestones

Onboarding Complete

Celebrates completion and transitions to ongoing success

Integrations

Stripe/Billing (optional)(optional)

Replaces

ChurnZeroIntercom OnboardingSpreadsheet trackingManual email sequences

Details

Category: workflow
Difficulty: intermediate
Time: 2-3 hours
Commander Tools: Tables, Journeys, Tasks, Contacts
Host Tools: Ambassadors
Topics: customer-success
Get Started on WaymakerOSView on GitHubBuild with Claude

Related Blueprints

workflow

Outbound Sales Engine

Automated outbound sales pipeline — prospect enrichment, multi-step email sequences, reply detection, and pipeline handoff to CRM. Replaces Clay + HeyReach + OutboundSync.

workflow

Content-Led SEO Pipeline

Automated content marketing pipeline — keyword research tracking, content calendar, production workflow, and performance monitoring. Replaces Semrush + Airtable editorial calendar + Google Sheets tracking.

workflow

CRM Cleanup & Re-engagement

Automated CRM hygiene workflow — identify stale contacts, validate emails, score engagement, and re-engage dormant leads. Replaces manual Excel cleanup and one-off email blasts.