Account Setup Workflow

Initial account creation and configuration process for new SaaS customers

Objective

Efficiently guide new customers through account setup while collecting necessary information and configuring initial settings

Participants (5 roles)

sales: Sales Representative
customer: Customer Administrator
onboarding: Onboarding Specialist
technical: Technical Support Engineer
success: Customer Success Manager

Input

Customer signup request with company information

Output

Fully configured customer account ready for use

Process Flow

100%
flowchart LR
    node0["Signup Initiation"]
    node1["Account Verification"]
    node2["Subscription Selection"]
    node3["Workspace Configuration"]
    node4["Custom Configuration"]
    node5["User Invitation"]
    node6["Initial Data Import"]
    node7["Account Activation"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4
    node4 --> node5
    node5 --> node6
    node6 --> node7

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

2-3 hours

Avg. Completion Time

85%

conversionRate

15%

dropOffRate

4.2/5

Customer Satisfaction

Stages Overview

100%
PROPERTIES
STAGE 1
Signup Initiation
STAGE 2
Account Verification
STAGE 3
Subscription Selection
STAGE 4
Workspace Configuration
STAGE 5
Custom Configuration
STAGE 6
User Invitation
STAGE 7
Initial Data Import
STAGE 8
Account Activation
Stage Owners
Sales Representative
Onboarding Specialist
Sales Representative
Onboarding Specialist
Technical Support Engineer
Customer Administrator
Technical Support Engineer
Customer Success Manager
Stage Workers
Customer Administrator
Customer Administrator
Customer Administrator
Onboarding Specialist
Customer Administrator
Technical Support Engineer
Customer Administrator
Customer Success Manager
Onboarding Specialist
Customer Administrator
Onboarding Specialist
Customer Administrator
Onboarding Specialist
Duration
10 minutes
15 minutes
20 minutes
30 minutes
60 minutes
15 minutes
45 minutes
10 minutes
Output Fields
• Company Name*
• Company Size*
• Primary Contact Email*
• Email Verified*
• Terms Accepted*
• Subscription Plan*
• Billing Cycle*
• Number of Users*
• Workspace Name*
• Workspace URL*
• Timezone*
• Data Residency*
• API Access Required*
• Compliance Requirements
• Team Members Added*
• Invitation Method*
• Data Import Required*
• Import Status*
• Welcome Call Scheduled*
• Account Status*
To-dos
• Enters basic company information
• Creates primary admin account
• Customer verifies email address
• Accept terms of service and security setup
• Customer selects appropriate plan
• Setup billing information
• Setup workspace name and URL
• Configure basic branding and preferences
• Review enterprise requirements
• Configure custom features and infrastructure
• Add initial team members
• Assign roles and send invitations
• Map data fields and perform test import
• Complete full data import
• Activate full account access
• Schedule welcome call and send resources

Automation Rules

Automation 1: Stage Completion Notification

If Signup Initiation is completed, Then send notification to Onboarding Specialist with message: "New customer signup initiated - please review and verify account"

Automation 2: Field Value Alert

If Subscription Plan equals, Then send notification to Technical Support Engineer with message: "Enterprise customer signup - custom configuration required"

Workflow Summary

Total Stages

8

Total To-dos

16

Output Fields

20

Automations

2