客戶入門導引
SaaS新客戶註冊後的完整導引流程 — 帳號設定、偏好配置、首購優惠引導和滿意度回饋收集,由客服和行銷團隊協作完成。
humansystem
為什麼需要 OSOP
第一印象決定客戶留存率。OSOP 將客戶入門流程標準化,確保每位新客戶獲得一致且完整的導引體驗,並記錄每個觸點的互動結果以利後續優化。
Workflow Steps (6)
1
Contract Signed
human2
Account Setup
system3
Welcome Call
human4
Training Sessions
human5
First Value Milestone
human6
Success Review
humanConnections (6)
Contract Signed→Account Setupsequential
Account Setup→Welcome Callsequential
Welcome Call→Training Sessionssequential
Training Sessions→First Value Milestonesequential
First Value Milestone→Success Reviewsequential
Training Sessions→Welcome Callconditionalcustomer_needs_rescope == true
6
Steps
6
Connections
2
Node Types