Client Onboarding: The post-sales funnel
Sold it, now what? The client enters the Onboarding funnel. Jestor Kanban ensures every new client goes through Setup, Training, and Go-Live stages, ensuring success and avoiding early cancellation (Churn).
Delivery Standardization
Every client should have the same experience. In Kanban:
- Setup Column: Technical configurations.
- Training Column: Schedule team meeting.
- Go-Live Column: Client started using. Skipping steps causes failure. Kanban ensures order.
Handoff
Sales moves the card to "Sold." Automatically, the card appears in the CS Kanban in the "To Start" column. The handoff is automatic, no lost emails.
Frequently Asked Questions (FAQ)
Does the client see progress? You can share a public view of the schedule so the client knows what phase they are in.
How to measure delays? Jestor warns if the card stays more than 7 days in the "Setup" column, alerting the CS manager.
Can I have checklists per phase? Yes. In the "Training" phase, the checklist forces: "Send manual" and "Record meeting."
Conclusion
With Jestor Kanban, you turn client entry into a professional and organized experience.
Manage your onboarding:https://jestor.com/kanban-pipe/