Using Jira for Customer Onboarding

[Michael Bois]

I have a lengthy customer onboarding training. It is divided into 9 sessions, and each session has over 4 subtasks, and some of these have sub-sub-tasks. Many customers don't complete it and feel confident to intuit their way after 4 or 5 sessions (though some customers need the whole 9 yards).

The onboarding process is the same for every customer. 

I would like to set up a template of sorts so that when a new customer is being onboarded their account manager can commence the "training" and:

- track progress

- set reminders to follow up

- add notes to customer profile

Within each sub-task I want to store links and content relevant to that topic so that staff don't have to manage separate training resources.

Which is the best way to set this up so I can achieve the most of my desired outcomes? 

[Jack Brickey]

We have a customer “white glove” process for Onboarding. I set this up with Automation. For the white glove project I use Epics for each new customer. When an epic is created then an automation rule creates all tasks and sub-tasks. Each are assigned to the proper owners. Appropriate fields are filled in as needed.

[Rafael Lascano]

@Jack Brickey that sounds fascinating, can we connect? I would really appreciate learning how to automate an onboarding project template.

[Sanket Sonawane]

Are you tracking the stages of the clients? 

For example 1st 3 sub tasks denote one stage, other 3 next stage. So you can track It on kanban.