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Sekential

Onboard a new customer

Each new customer starts from the results they bought.

From handoff to go-live, your sales team, your onboarding team, your CSMs and your customer move forward in the same journey, drawn from your Playbook.

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Where things get stuck today

Sales

The objective sold stays in the sales notes.

Your customer explains again what they bought to the team that launches them.

Onboarding

Each launch starts again from the previous customer's plan.

Your team copies the plan, the documents and the dates, customer after customer.

Customer

Your customer doesn't know what is expected of them.

Documents arrive by email, late, after several reminders.

CSM

Your CSM takes over a customer without their history.

After go-live, they piece together what was promised and decided, tool by tool.

From signing to go-live

  1. The handoff

    Who: Sales

    Your sales rep writes the results the customer bought into their journey. The handoff meeting becomes a step there.

  2. The plan

    Who: Onboarding

    The journey starts from the latest published version of your onboarding Playbook, with its dated steps and its meetings set in Google Calendar.

    The AI Teammates: The Step Agent prepares the launch plan and the list of what the customer has to provide.

  3. The kickoff meeting

    Who: Onboarding and customer

    Your team writes down the customer's results and their target, with them. From day one, the customer finds them in their portal, with the steps that are theirs.

  4. The customer's part

    Who: Customer

    In their branded portal, they upload their files, fill in the forms and make the decisions that are theirs to make.

    The AI Teammates: When a document is missing, the Step Agent drafts a reminder, for your CSM to approve.

    The Customer Agent files what arrives by email or Slack on the right journey. Soon

  5. Up to go-live

    Who: Onboarding

    Each step has its deadline, and the weather flags a journey that is behind, following a written rule. An unplanned request adds a step along the way.

    The AI Teammates: The Journey Agents alert your CSM as soon as an objective slips. Soon

  6. The handover to the CSM

    Who: CSM and Head of CS

    Your CSM takes over the same journey, with its results, its exchanges and its meetings, and the next Playbook follows on from it.

    The AI Teammates: Each completed onboarding improves the Playbook: your Playbook Agents suggest a new version, and your Head of CS or a CSM approves it. Soon

What you use

Adaptive Playbooks

Your onboarding method, written once, whose path follows each customer's choices.

Business Outcomes

Your Customer Outcomes: the results bought, with their target and the value achieved.

Journeys

The customer's journey, where your Playbooks follow one another after onboarding.

Customer Portal

Your post-sale website, where your customer does their part.

Steps

Each step has its thread, where your teams and your AI Teammates work together.

AI Teammates

The Step Agent prepares the launch in each step's thread.

The teams in this launch

Sales

It enters the objective sold in the journey, at handoff.

Onboarding

It launches the journey from your Playbook and takes it to go-live.

Customer Success

It takes over the same journey, with nothing to piece together.

Leadership

It sees each launch move toward the results bought.

Questions about onboarding

The onboarding Playbook
You write it once and publish it in versions. Each new journey starts from the latest published version; a journey already launched keeps its own.
Starting without a Playbook
You can launch a customer's journey without a Playbook, and write it step by step. To write your Playbook, your AI assistant builds a first draft through the MCP connector, and the founding team helps you on request.
A different launch for each customer
A condition or a decision by the customer steers what comes next in the journey, and you can keep one Playbook per offer.
Several contacts at the customer
Each step says who acts, on your side or theirs, and each contact finds in the portal what is theirs to do.
Your CRM
Sekential reads your HubSpot companies, and HubSpot stays your CRM.
What your customer sees
Their journey, the steps that are theirs, their results and their target. Your Internal Outcomes and the AI Teammates' work stay internal; everything that goes to the customer is approved by your CSM.
After go-live
The journey continues: your CSM takes it over, and the next Playbook follows on from it.

Launch your next customer on what they bought.

Join for free

7-day free trial.