Skip to main content
Verslay
All Use Cases
Customer Success

Customer Onboarding Series

A deal goes Won and the whole onboarding arc — welcome, getting-started, check-in emails plus Asana kickoff tasks — is staged before the champagne goes flat.

Best forAgencyB2BSaaSServices
Agents10 required
Duration3-5 minutes to stage; series runs across the onboarding window

The moment a deal hits Won (or crosses a designated post-sale stage), the recipe pulls the account, contact, product, and value from the CRM, designs a welcome / getting-started / check-in arc tuned to the account's tier, and drafts each email with the purchase woven in — never template text. In parallel it builds the team's side: an Asana kickoff task per account with an owner and due dates aligned to the email cadence. Everything arrives as one reviewable package; nothing sends, and no task is created, until you approve. Already-onboarded accounts are skipped, opted-out contacts are fail-closed held, and without email or Asana the full package waits in-hub, copy-paste-ready.

How it runs

Multi-agent orchestration — here's the flow, step by step.

01

Pull deals newly Won or crossing a designated post-sale stage in the window; capture company, contact, product, value, owner; dedupe already-onboarded accounts and fail-close on unknown opt-out status.

crm scanner
02

Design the per-account three-email arc — welcome, getting-started, check-in — each with a goal, send offset, and the account's content anchors.

customer onboarding sequence
02

Set the tier posture from deal value and account fit; state the reasoning in numbers.

clv analyst
02

Map the send offsets to concrete windows in the contact's business hours.

follow up reminder agent
03

Write all three emails per account with the purchased product and deal context woven in — no template text.

email writer
03

Enforce house voice and sign-off across the series so it reads as one brand.

brand voice agent
03

Build the Asana kickoff task set per account — owner, due dates aligned to the email cadence, checklist adapted to what was purchased.

task router
04

Assemble the staged package (series + tasks + send windows) at a single approval gate; recheck opt-out at approval and hold named failures.

workflow orchestrator
04

On approval, schedule the sends, create the kickoff tasks, log sends to the CRM, and return receipts.

distributor
04

Assemble the run receipt: trigger events, new series, skipped accounts, sends, task URLs.

report formatter

Required Agents

10
  • crm-scanner
  • customer-onboarding-sequence
  • clv-analyst
  • email-writer
  • brand-voice-agent
  • task-router
  • follow-up-reminder-agent
  • workflow-orchestrator
  • distributor
  • report-formatter

Connections

Required

asanabrevogmailgooglehubspot

Optional

googlebrevo

What it does

  • Triggers on Closed-Won deals or designated post-sale stage transitions
  • Three-email arc — welcome, getting-started, check-in — personalized from the real deal record
  • Tier posture per account from deal value (concierge vs. self-serve tone)
  • Asana kickoff task set per account, dates aligned to the email cadence
  • Dedup: already-onboarded accounts skipped, never re-welcomed
  • Opt-out gate before drafting, fail-closed when status is unknown
  • Single approval gate — nothing sends or is created unreviewed
  • In-hub fallback: full series + task checklist ready to copy

Example prompt

We just closed Acme in HubSpot — set up their welcome sequence, a getting-started email, and a check-in, and make sure the onboarding tasks are in Asana before we kick off.

Ready to deploy Customer Onboarding Series?

Start free. One click, full agent orchestration.

Get Started Free →