Multi-Channel Customer Onboarding
Workflow Flow
Make
Stripe
Mailchimp
Twilio
OpenAI
Slack
Airtable
How It Works
When a new customer signs up, trigger a personalized onboarding sequence across email, in-app messages, and SMS. AI tailors the welcome content and tutorial recommendations based on the customer’s plan tier and stated goals. Track milestone completion and escalate to a success manager if onboarding stalls after 5 days.