> ## Content Index
> Fetch the complete content index at: https://blog.jestor.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Client Onboarding: The post-sales funnel
- URL: https://blog.jestor.com/client-onboarding-the-post-sales-funnel/
- Published: 2026-01-09T15:32:02.000Z
- Updated: 2026-01-09T15:32:02.000Z
- Author: Aline Valério

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:

1. **Setup Column:** Technical configurations.
2. **Training Column:** Schedule team meeting.
3. **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/](https://jestor.com/kanban-pipe/?ref=blog.jestor.com)