Onboarding Agent

Get every new account to value, fast.

Watches the first weeks of every new account and briefs the CSM when one stalls, while onboarding can still be fixed.

How it works:

  • Spots accounts that skip the core action
  • Thresholds from your own data
  • Brief with ARR and next step, in Slack or your CRM

Most early churn is decided in the first weeks. This is where to catch it.

A Product usage
CRM data
Subscription
Calls
Emails
Onboarding signal Globex
ARR $24,000
Started 34 days ago
Signal no project created yet
Skill Value Action Missed
routed to → CSM
Slack
HubSpot workflow
Email