Customer onboarding
Sets up a new account, gives the CSM a dated checklist, books the kickoff, and walks the customer through to go live.
Authored by Sid Chaudhary
Founder & CEO at Intempt
Agentic workflow
Coming soon5 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.
- 1
Set up the account record
Coming soonBlu builds a step
- 2
Give the CSM a checklist
Coming soonBlu builds a step
- 3
Book the kickoff call
Coming soonBlu builds a step
- 4
Email through each milestone
Coming soonBlu builds a step
- 5
Track progress to go live
Coming soonBlu builds a step
About this recipe
When to use it
Onboarding usually depends on one CSM remembering every step for every account. This runs account setup, kickoff tasks, and calendar coordination as a real journey with a completion funnel to track it.
What it delivers
Runs account setup, kickoff tasks, and calendar coordination as a structured onboarding journey, tracked through to a completion funnel.
How you prompt this
Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.
Tell Blu Agent what you want
“Sets up a new account, gives the CSM a dated checklist, books the kickoff, and walks the customer through to go live.”
recipe.md preview
Built from the published catalog. Blu Agent's full step prompts load in your workspace when you run it.
Inputs & outputs
What the recipe needs before it runs, and what it leaves in your workspace.
Inputs
- Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.
Outputs
How the recipe runs
Blu follows the steps in order and shows you each one before anything goes live.
- 01Set up the account recordConfigure the new account record with onboarding fields, target go-live date, and CSM assignment.
- 02Give the CSM a checklistCreate the onboarding task checklist for the assigned CSM with default due dates. Use the result of "Set up the account record".
- 03Book the kickoff callCreate kickoff meeting calendar event with the account stakeholders. Use the result of "Set up the account record", "Give the CSM a checklist".
- 04Email through each milestoneBuild an email journey supporting the user through onboarding milestones with helpful resources at each step. Use the result of "Set up the account record", "Give the CSM a checklist", "Book the kickoff call".
- 05Track progress to go liveCompose a funnel report tracking onboarding milestone completion (kickoff to setup to first-value to go-live). Use the result of "Set up the account record", "Give the CSM a checklist", "Book the kickoff call", "Email through each milestone".
Install Intempt and run it
- 1
Sign up
Create a free Intempt workspace.
- 2
Connect your data
Add the sources this recipe reads from.
- 3
Ask Blu
Type /customer-onboarding in Blu once this recipe is live there.
- 4
Review and approve
Blu builds each step and waits for your OK before anything goes live.
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