Customer onboarding flows
New customers and stockists move automatically through form, review, activation and welcome – without email ping-pong.
The problem
Wholesale requests arrive by email, data gets retyped and shop access is forgotten. New customers wait days and get a clumsy first impression.
What is included
- Onboarding form capturing everything you need
- Automatic CRM record and pipeline stages
- Review and approval step for your team
- Shop activation and customer tags, e.g. for wholesale pricing
- Welcome emails and follow-up information
- Overview of open and completed onboardings
What you get
- Live form with connected automation
- Configured pipeline with stages
- Email templates for each stage
- Documentation of the entire flow
Process
How it works
- 01
Map the flow
We clarify what data you need from new customers and who approves what.
- 02
Design
We outline every step from form to activation and agree it with you.
- 03
Build
Form, CRM, shop and emails are connected and checked with test cases.
- 04
Launch & refine
After launch we watch the first real onboardings and fine-tune details.
FAQ
Questions about this service
Can we review requests before activation?
Yes, that's usually the heart of the flow. Your team gets a notification and approves or declines with one click.
Which shop platforms are supported?
Most often Shopify and WooCommerce, but in principle any platform with an API. Customer tags or groups then control pricing and visibility.
Do we need GoHighLevel?
No. We use whichever CRM suits you – GoHighLevel, HubSpot or a lean Airtable setup are all possible.
E-Commerce
More services in this area
- Online shop setup
- Product listings & management
- Marketplace support (Amazon & eBay)
- Order & invoice automation
Intro call
Customer onboarding flows – let’s get started.
In a free intro call we clarify what you need, what it costs and when it will be done. No sales pressure.