WRKFLOW TEMPLATE Client Onboarding In the world of customer success, onboarding is that crucial first impression. From welcome messages and account setups to training videos and webinars, automated Wrkflows can help ensure that your users have every tool they need to succeed as customers. Trigger Start Wrkflow when a new client is added to Zendesk Export Collect client data from Salesforce Edit Clean and reformat data in Microsoft Excel Review Verify that all data is up to date based on checklist Add Add cleaned client data to Zendesk How this Wrkflow will help you Start Off on the Right Foot With this Wrkflow, streamline your client onboarding process so your customer relationships start off strong. Retain in the Long Run Proper onboarding means your clients feel taken care of, improving your customer retention in the long run. Step Towards More Clients A satisfied customer is more likely to recommend your business to others, and a smooth onboarding process could help you acquire more clients in the long term.