A confirmed payment. A prepared onboarding.
Illustrative funding intake: gather details, collect documents, follow up and prepare an employee handoff.
Workflow walkthrough
The sale is complete, but a person still has to check the payment, create the account and start the handoff. This example connects those steps while leaving delivery commitments with your team.
Step 1 of 5
Use a confirmed event as the trigger.
A checkout view is not a successful payment. An implementation checks the signed provider event and the related order before preparing the next steps. This event is fictional.
- Event
- PAY-520 · Simulated payment confirmation
- Order
- ONB-520 · Example client
- Payment state
- Paid in the sample scenario
- Signature
- No live provider event in this demo
- Processing key
- PAY-520 — process once
Step 2 of 5
Attach the sale to the right record.
Match the order and customer identifier against the CRM. If the match is ambiguous, pause for employee review instead of creating a second customer.
- CRM record
- CLIENT-520 · Example client
- Order reference
- ONB-520
- Match basis
- Agreed customer and order IDs
- Duplicate check
- Existing record reused in the example
- Live CRM update
- Not executed
Step 3 of 5
Build the checklist before promising delivery.
Use the purchased scope to prepare the onboarding steps. A welcome message is a draft until the owner confirms the scope and start arrangements.
- Assign delivery owner
- Prepared task
- Confirm purchased scope
- Employee check required
- Collect business details
- Pending
- Arrange kickoff
- Not scheduled
Step 4 of 5
Tell the customer what happens next.
Prepare a useful welcome message with the order reference and the information needed. Do not promise a start date or grant access before the agreed checks.
- Subject
- Next steps for your onboarding
- Message
- Your example order ONB-520 is ready for our team's onboarding review. Your delivery owner will confirm the scope and kickoff arrangements. Please use your agreed client portal to provide the requested business details.
- Sending gate
- Awaiting delivery-owner review
Step 5 of 5
Make the handoff accountable.
Give the delivery owner the purchase context, checklist and next action. A refund, dispute or changed order must be reviewed before access or delivery is changed.
- Owner
- Delivery lead
- Next action
- Confirm scope and arrange kickoff
- Payment evidence
- Simulated event only
- Portal access
- Not granted
- Approval
- No review recorded
Step 1 of 5 · Payment event
Fictional sample data. No live connections, sent messages, payments, activations or employee approvals.
Watch the recorded demo steps
A silent 20-second preview of this demonstration. The written walkthrough below covers the same steps.
The workflow, step by step.
Use a confirmed event as the trigger.
A checkout view is not a successful payment. An implementation checks the signed provider event and the related order before preparing the next steps. This event is fictional.
Attach the sale to the right record.
Match the order and customer identifier against the CRM. If the match is ambiguous, pause for employee review instead of creating a second customer.
Build the checklist before promising delivery.
Use the purchased scope to prepare the onboarding steps. A welcome message is a draft until the owner confirms the scope and start arrangements.
Tell the customer what happens next.
Prepare a useful welcome message with the order reference and the information needed. Do not promise a start date or grant access before the agreed checks.
Make the handoff accountable.
Give the delivery owner the purchase context, checklist and next action. A refund, dispute or changed order must be reviewed before access or delivery is changed.
Where people stay in control.
An employee confirms scope, account matches, access and kickoff commitments. Financial disputes and refunds stay with an authorized employee; the workflow does not make lending decisions.
When the normal path breaks.
- Duplicate payment events reuse the processing key rather than starting onboarding twice.
- A refund or dispute creates a review task; it does not silently revoke customer access.
- A failed CRM or portal update stays visible for recovery, even when payment succeeded.
What we maintain after launch.
Monitor payment-event delivery, replay failed updates safely and reconcile provider events with customer records. Keep portal permissions and purchased scope aligned.
What we would measure.
Agree on a baseline and review actual records before claiming improvement.
- Payment confirmation to owned onboarding task
- Duplicate onboardings prevented
- Cases waiting for scope or access review
