Customer onboarding
The first week decides how the rest goes
One page per new customer, holding the welcome video, the paperwork, and the schedule. It stays live, so the answer to "where was that thing" is always the same link.
The problem
The handover is where the relationship cools
They bought from a person, then onboarding arrives as an email with four attachments from an address they do not recognize. Nobody knows whether it was read until a confused question three weeks later.
What it costs you
- A welcome pack nobody can confirm was read
- The same questions answered by hand, customer after customer
- Four attachments the customer has to keep track of themselves
- A relationship that cools between the person who sold and the team who deliver
How it runs
Customer onboarding in practice
Build the welcome once
A template with the introduction video, the documents, the timeline and the contacts. New customers get the same standard, without anyone rebuilding it each time.
Let the CRM start it
A workflow can fire when a deal closes or a contact joins a list, build the page, assign the right person, and send it, without anybody in the office remembering to.
Introduce the people, not the company
The page carries the video of whoever they will actually be dealing with, so an installer or an account manager is a face before they are a phone call.
Keep adding to it
The link does not expire when the email is filed. Add the revised schedule or the completion photos later and the customer still opens the same page.
See whether it landed
You can tell the difference between a customer who watched the whole thing and one who never opened it, which is the difference between a smooth start and a chase.
What does the work
The parts of the product this uses
Every one of these is a feature with its own page, so you can check what it actually does rather than take this page's word for it.
Templates
Make the best version the default
Customer pages
One branded page instead of an attachment pile
Automation
Workflows that follow up when nobody remembers to
Live chat
Talk to them while they are still looking
Engagement analytics
Know who watched, how long, and what they clicked
Integrations & API
Fits the stack you already run
Customers
From teams already doing this
“Quickpage cut our cancellation rates from 20–25% to 8–10% by allowing us to set expectations and build trust before the appointment even happens.”
Ryan Shutt
CEO, Southwest Exteriors
“Simple software that does what it promises. Helped me close more sales.”
Sandeep K.
Executive Coach and Leadership Facilitator
“An awesome tool to connect with clients while building trust.”
Lynne R.
CEO
Questions
Common questions
Does this replace our onboarding emails?
It replaces the attachments. The email still goes out, it just carries a link to a page that holds everything instead of four files the customer has to keep track of.
Can different customers get different onboarding?
Yes. A workflow can pick the template at runtime from a field on the record, so a commercial job and a residential one can start from different pages without anyone choosing by hand.
Who gets notified when they open it?
Whoever owns the page. Notifications arrive as it happens, so the follow-up call is made while the customer is still looking at it rather than a week later.
Also worth reading
Other things teams use it for
See what your customer sees
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