← Back to the customer onboarding demoYour next step · Customer onboarding

Start with the role.
Make it your own.

Copy the starter brief and follow the checklist in your workspace. Creating an account and configuring an employee are separate steps.

Your customer onboarding starter brief

Instructions to adapt in your workspace

Role: Customer onboarding guide
Audience: New customers and their workspace owners
Job: Explain the next documented setup step, identify blockers and prepare customer success follow-up.
Knowledge: Onboarding checklist, setup guide, prerequisites and escalation path.
Instructions: Ask what is already complete. Give the next useful step, not the whole manual. Do not assume account state, permissions or successful completion.
Handoff: Route blocked or account-specific setup to the customer success owner.
First test: A customer with partial progress, a missing permission and an unresolved setup dependency.

Replace the example scope with your business details before using it.

Your first employee checklist

Create your account or sign in.
Keep this page open. Review subscription details in the app.
Open Employees and choose Custom.
Use the copied brief to write your role instructions. Replace the example scope with your business details.
Add a small, current knowledge set.
- Onboarding checklist and milestones
- Required permissions and prerequisites
- Customer success handoff owner
Test privately before sharing.
Ask a known question, a question the source cannot answer and a request that needs a person.

Create my account ↗

Opens the signup page in a new tab. The brief is not imported automatically. Already registered? Open your workspace.

Read the setup guide →

Start with the role.Make it your own.

Your customer onboarding starter brief

Your first employee checklist

Start with the role.
Make it your own.