Templates
Ready-to-run onboarding templates
Launch proven onboarding flows in minutes.
CRM onboarding
First value: First pipeline created
Milestones
- Kickoff
- Data import
- Workflow setup
Risk rules
No login in 7 daysMilestone overdue
HR platform onboarding
First value: Employees synced
Milestones
- Security
- Policy setup
- Launch
Risk rules
No login in 7 days
Fintech onboarding
First value: First transaction processed
Milestones
- Compliance
- Integrations
- Go-live
Risk rules
Health score below 40Milestone overdue