Pokee Official Skill
Customer Onboarding Automation Template
Guide new customers through onboarding milestones with automated check-ins, resource delivery, and proactive intervention when they stall.
How This Skill Works
- 1
New customer signs up
Pokee detects a new customer from your CRM, billing system, or signup event.
- 2
Welcome sequence initiated
Welcome email sent with getting started resources, links to docs, and first milestone goal.
- 3
Milestone tracking and nudges
Pokee monitors onboarding completion (day 3, 7, 14 check-ins). If milestones are missed, a personalized nudge is sent.
- 4
Handoff to success team
When onboarding is complete (or at day 30), the customer is transitioned to their CSM with a summary of their setup.
Example Prompt
“When a new customer appears in HubSpot: Day 0 - send welcome email with setup guide. Day 3 - check if they've completed first integration; if not, send a help email. Day 7 - check usage metrics in PostHog; if low, trigger a personalized check-in from their CSM. Day 14 - send a success tips email. Day 30 - handoff to CSM with onboarding completion status.”
PostHogCustomization Options
- Define onboarding milestones for your product
- Set check-in timing (day 1, 3, 7, 14, 30 or custom)
- Customize email content for different customer segments
- Configure intervention triggers (low usage, no login, incomplete setup)
- Set handoff criteria and CSM assignment rules
Why Pokee for Customer Onboarding
| Feature | Manual Process | Zapier | Pokee AI |
|---|---|---|---|
| Setup time | N/A | 30-60 min | 30 seconds |
| Intelligence | Your brain | None (keyword matching) | Context-aware AI |
| Adapts to changes | You adjust manually | Rebuild triggers | Self-adapting |
| Multi-step logic | You do each step | Extra cost per step | Unlimited, included |
| Maintenance | Constant | Weekly fixes | Self-healing |
FAQ
- How long does customer onboarding take to set up?
- 30 seconds. Connect your tools via OAuth and describe what you want. The example prompt above is your starting point - customize by changing any part in plain English.
- Can I modify this template after it's running?
- Yes. Describe the change you want in plain English and Pokee updates the workflow instantly. No rebuilding required.
- What happens when something goes wrong?
- Pokee handles exceptions intelligently. Rate limits, API changes, unexpected data - Pokee adapts and retries. Critical issues are escalated to you with context.
- How much does this cost?
- Included with any Pokee plan. Free tier gets 500 credits. Paid plans start at $19.99/month with unlimited workflow executions.
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