Skip to content
  • There are no suggestions because the search field is empty.

Post Onboarding Survey Process

Goal: To gather feedback from New Customers on their Onboarding Experience, Identify Areas for Improvement, and Implement Actionable Changes that Enhance the Overall Onboarding Process

Key Topics:

Survey Questions

  • This Survey includes Drop Down Select Questions, Yes or No's, and Line-Text
  • There are also some resources including the dealer portal access, Training Scheduler, and App Store/Google Play links for the Companion App


Screenshot 2024-10-23 at 10.43.16 AMScreenshot 2024-10-23 at 10.43.22 AM

 

Process

The Post Onboarding Survey process includes a few aspects:

The Workflow which will set the Survey Enrollment Criteria

The Survey Itself which is sent to contacts in a Marketing Email

Workflow

  • After the Onboarding Agent completes the Call, they update in order:
    • The Properties in the left-hand column of the Company record
    • Update the Meeting Outcome
    • Check off the Task 
  • Checking the Task off and updating the Meeting Outcome to Complete will trigger a workflow
  • The Contact will enroll, and the "Onboarding Complete?" property will be updated to Yes 
  • Workflow is now complete 
  • There will then be a 1 minute Delay
  • The Marketing Email containg a CTA to the Post Onboarding Survey will send to the enrolled contact