Solutions
Client Onboarding
Client Onboarding in Zendesk
Overview
What is client onboarding?
Client onboarding is the process of getting new customers or users onboard and familiarised with your products and services.
- More customers: When there's an easier on-ramp to your business, clients are more likely to choose and stay with you over competitors.
- Happier customers: Reducing initial friction and quickly sharing business knowledge means clients spend less time confused and become empowered.
- Viral effect: Happy customers become evangelists, telling others about your business.
- Less ongoing support: New service users are at peak engagement and more receptive to information.
SweetHawk + Zendesk
How SweetHawk helps you implement or improve your onboarding process
SweetHawk provides a suite of apps usable with Zendesk for stellar onboarding flows:
- Tasks and Subtickets app: Automatically applies checklists to specific ticket types; allows work distribution across departments.
- Approve app: Automates sign-offs for terms & conditions, contracts or implementation plans.
- Calendar app: Enables unlimited calendars with granular access control and syncs with Google Calendar and Office 365.
- Future Tickets and Recurring Tickets apps: Automatically create tickets for customer health checks at required intervals.
Benefits
Advantages
- Consistent Outcomes: Tickets cannot be marked solved until predefined requirements are completed.
- Time savings: Automation increases dramatically through workflow enhancements.
- Auditability: Audit trails track who did what and when.
- Accountability: Consistency and auditability increase agent accountability.
- Flexibility: Modular approach enables customizable solutions.
- Insights: Data syncs to Zendesk ticket fields for custom reporting.
Apps
Find out more about these apps
Tasks & Subtickets
Add tasks to tickets, break work into linked subtickets, and track progress as each task is completed.
Approve
Add approval requests to tickets with multi-step workflows, deadlines, Slack approvals, and dynamic approvers.
Calendar
Schedule and manage events directly from tickets with two-way sync to Google and Microsoft calendars.
Recurring Tickets
Automatically create tickets on a recurring schedule with customizable timing, templates, and ticket fields.