Support · Use case
Customer onboarding
Welcome, set up and activate new customers with timely help on WhatsApp and email.
Customer onboarding · flow
Click a step to preview what the customer sees.
Iron Tribe Fitness
WhatsApp · step 1 of 4
Day 0 · Welcome and first step
Welcome Aditi! Finish KYC in 2 minutes.
Continue
WhatsApp · preview
activation
+29%
setup tickets
−41%
to first value
3 days
industries use it
4
Fitness & gyms, Education & edtech and more
i
Typical results once this playbook is live. Yours will depend on your audience and offer.
Industries that run this playbook
Fitness & gyms
Health
Fill trial slots, keep members showing up and renew before they drift.
See how it works→
Education & edtech
Services
Counsel leads fast, keep students engaged and collect fees on time.
See how it works→
Banking & fintech
Financial
Onboarding, KYC nudges, collections and alerts, with compliance on by default.
See how it works→
SaaS & B2B software
B2B
Signals, outbound, onboarding and renewals on one account record.
See how it works→
How it works, step by step
Day 0
Welcome and first step
Welcome Aditi! Finish KYC in 2 minutes.
Day 1
Setup guide
Three things to do first.
Day 3
Nudge if stuck
Stuck on PAN upload? Reply and we’ll help.
Day 7
Success call
A 10-minute call for high-value accounts.
Guardrails applied automatically
✓Consent checked
Each step checks opt-in for its channel before sending.
✓Quiet hours
Nothing marketing-related at night in their time zone.
✓Frequency cap
Counts toward the weekly limit per person.
✓Exit on goal
The flow stops the moment the goal is met.
Channels in this playbook
Features that power it
F
Flows
Engage
Journeys that start when something happens: a cart left, an order delivered, 60 days quiet.
Explore the feature→
AA
AI agents
CRM & AI
Sales, support and success agents that read the full timeline and act at the autonomy you set.
Explore the feature→
S
Segments
Engage
Live segments from orders, events, consent and conversations, shared by every hub.
Explore the feature→
CO
Custom objects
CRM & AI
Model what you sell: subscriptions, stores, vehicles, policies. On every paid plan.
Explore the feature→
Where it lands
On the customer’s timeline, and in your revenue number.
Links to
Every step is logged on the customer’s record, with the channel, message and outcome.
Rolls up to
Revenue and outcomes are credited once, to the step that earned them.
Welcome and first step
Customer onboarding · Day 0
Setup guide
Customer onboarding · Day 1
Nudge if stuck
Customer onboarding · Day 3
Success call
Customer onboarding · Day 7
Customer story
The “we missed you” nudges catch members before they quit. Renewals are mostly on autopilot now.
RF
Verified customer
Ria Fernandes
Owner, Iron Tribe Fitness
Common questions
Start from the template, adjust copy and timing, and it’s live the same day.
Related use cases
Support automation
Support
An AI agent answers order, return and product questions, and hands off with a summary.
See the playbook→
Returns and exchanges
Support
Photos, pickup slots and refunds handled in chat, with exchanges offered first.
See the playbook→
Feedback and NPS
Support
One-tap ratings that route unhappy customers to a person before they post a review.
See the playbook→
