SaaS customer onboarding process diagram
This is a worked example. Wavelength built the diagram below from the description on this page. Nobody drew it by hand.
What was said
When a deal closes in Salesforce, the customer success manager gets the handoff. The CSM sends a welcome email and schedules a kickoff call. In the kickoff, the CSM collects goals and assigns an implementation engineer. The implementation engineer configures the account and connects single sign-on. When setup is done, the customer goes to training, and after training the account is marked live in Gainsight.
The diagram
What is in this flow
- Systems: Salesforce.
- Data stores: Gainsight.
- People and teams: Customer Success Manager and Implementation Engineer.
- Size: 9 steps and 8 connections.
Mermaid code
Copy this into any Markdown file, GitHub README, or Mermaid Live to render the same flow.
flowchart TD
n1(["Deal Closed")]
n2{{"Salesforce"}}
n3("Customer Success Manager")
n4["Kickoff Call"]
n5["Goal Collection"]
n6("Implementation Engineer")
n7["Account Configuration"]
n8["Training"]
n9[("Gainsight")]
n1 -->|closed in| n2
n2 -->|handoff| n3
n3 -->|schedules kickoff call| n4
n3 -->|collects goals| n5
n3 -->|assigns| n6
n6 -->|configures account & connects SSO| n7
n7 -->|customer goes to| n8
n8 -->|marks live| n9Map your own process
Describe your version out loud, or paste the transcript of a call. Wavelength draws the flow as you talk, and you can edit it by voice, by prompt, or by hand.
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