A session for anyone still walking every new client through the same setup call. I'll show you how I mapped my onboarding into steps someone else can run, and what to automate versus what to keep human. Bring your current process, we'll look at where it breaks.
Building an onboarding flow that runs without you
Review event terms, reservations and separate recording choices →
Event
- Purpose
- To help small teams turn a manual onboarding into a repeatable flow they can hand off.
- Starts
- Oct 31, 2026, 3:00 PM · UTC
- Ends
- Oct 31, 2026, 4:00 PM · UTC
- Event time zone
- UTC
- Format
- online
- Registration policy
- open
- participantVisibility
- private
- Capacity
- 30
- Waitlist available
- Yes
- Accessibility
- Live captions on; the recording is not kept.
- Recording policy
- none
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