Onboard the customer. See who on their team opened it.
A welcome, the setup checklist, training and your team on one page in their brand. Give everyone on their side a link and see who has opened it before the kickoff.
For customer success and onboarding teams.
Prepared for Lumen Logistics
Welcome aboard, Lumen
- Welcome from your CSMVideo · 1:30
- Setup checklist6 steps
- Training4 videos
- Your team3 contacts
Book the kickoff
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
New customers get a welcome email with eight links.
Half their team never starts setup.
You find out adoption stalled at the first QBR.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a customer onboarding
- 01
Welcome
A short video from their CSM.
- 02
Setup checklist
Steps in order.
- 03
Training
Videos for each role.
- 04
Your team
Who to call for what.
- 05
Kickoff
A button to book it.
The prompt for Claude
ChatGPT coming soonBuild an onboarding page in Journey for [CUSTOMER]. Open with a slot for a welcome video, then the setup checklist, training videos, key contacts and a button to book the kickoff. Brand it for [CUSTOMER], and make a link for each person on their team.
Why send a customer onboarding with Journey
Onboarding fails when the people doing the work never see the plan. A link for each of them shows you who has opened it, before the kickoff instead of after.
Questions
Frequently asked questions
Can I copy one onboarding page for every customer?
Yes. Duplicate a template, or ask Claude to build a branded copy for each customer.
Can I see who on their team opened it?
Yes. Give each person their own link to see who opened it and who came back.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the customer onboarding and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.