The video describes possible customer onboarding flow that covers all steps starting from initial inquiry to the on-site work and welcome email. 

Adding a new client to CRM

  • Self-sign-up form or add a new lead manually.

CRM stage

  • First contact with the client;
  • Site survey;
  • Send a quote and further offer acceptance.

Job planning and customer connection

  • Internal ticket for a planner;
  • Schedule a new installation;
  • Contact customer to inform the installation date.

Customer activation

  • Customer conversion and activation;
  • Equipment allocation;
  • The installation and on-site work;
  • Welcome email and portal access.

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