First impressions last. A chaotic or slow onboarding experience puts future renewals at risk. Structure matters.
Onboarding is improvised, not guided by a defined set of steps or expectations.
We implement customizable onboarding playbooks that adapt to client segment or package.
Steps are forgotten or delayed without automation or clear ownership.
We assign automated tasks, deadlines, and alerts tied to CRM stage movement.
CSMs and managers can’t tell which clients are on track, delayed, or at risk.
We visualize onboarding progress and flag issues using Zoho Analytics dashboards.
Manual coordination, repeated communication, and unclear timelines slow everything down.
We use workflow automation and shared templates to speed up delivery without sacrificing quality.
Your team doesn’t collect insights on what makes onboarding succeed—or fail.
We automate post-onboarding surveys and feedback forms to drive iteration and quality.
"The Gloo team’s support and development has been invaluable to help our team get over some of the more complex areas of Zoho."
