Problem

The gap between signature and kickoff is where momentum leaks away. A generic welcome email doesn’t sustain the excitement the sales team built, and a personalized onboarding deck takes time to put together manually.

Solution

The moment a contract is signed, trigger a personalized onboarding deck built from the account’s details, goals, and purchased plan. The new customer gets it in their inbox within minutes, with their CSM’s name on it.

How it works

• When a DocuSign envelope completes, trigger deck creation from your Customer Onboarding template in Pitch, populated with the account’s details, purchased plan, and success goals pulled from the HubSpot deal record.

• SendGrid delivers the deck to the signers with a warm welcome note from the assigned CSM.

• Create a Pitch room for the account and place the onboarding deck alongside contracts and setup guides, so everything the new customer needs is in one place from day one.

Power up

Pull in content from the sales cycle automatically. The goals the champion mentioned on the discovery call, captured in Granola, can become slide one of the onboarding deck. No one has to re-ask the question or re-read the notes.