Take a step inside the dreambowl with me. It’s like a fishbowl, but instead of fish it’s where you go to brainstorm amazing things.
The prompt is “What is the missing link?”
I’m not talking about Bigfoot, I’m talking about integrations. What is an integration (link) that would level up not just your overall onboarding experience, but your team’s workflows significantly?
There are no wrong answers. I’m just curious of what integrations people wish they could build!
Here are a few ideas to get your brain moving and grooving:
- Customer fills out a form, depending on the answers it creates an onboarding project for them that aligns with their desired outcomes!
- Customer signs a contract, an onboarding project is spun up for them and they’re prompted to schedule their kickoff call!
- When a customer hasn’t engaged with their onboarding project for more than 7 days, an automatic reminder goes out to prompt them to schedule time with the assigned PM to get back on track!