Onboarding CLCM

The first weeks of a new customer relationship, managed as a designed sequence rather than left to chance.

Vertical: BTL · Status: ⬜ Planned Back to BTL · workflows index

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Trigger

New customer created. Time-based sequence from day zero.

Flow

customer onboarded
        |
day 0    welcome + what happens next
day N    activation nudge (app - autopay - first use)
day N    check-in / satisfaction
        |
branch: activated -> normal lifecycle
        not activated -> early-warning cohort

Why it appears twice on page 2

Onboarding CLCM is listed both inside the A6 chain and in the target-state capability list. That repetition is a signal: it is both a workflow and a capability other workflows depend on.

Early-relationship behaviour is the strongest predictor of lapse, which makes this the cheapest place to prevent Winback ever being needed.

Agents involved

Creative Agent for sequence copy - Compliance Agent for review.

Blocked on

CRM integration and channel dispatch.

Roadmap source

Page 2 - Onboarding CLCM, in both the A6 chain and the target-state list — see roadmap_ref_extracted.md.