Onboarding Automation

Definition: Onboarding automation is the use of technology to deliver a structured, consistent onboarding experience for new partners — including welcome sequences, training assignments, portal setup, and first deal registration guidance — without manual coordination.

How Introw Helps: Introw automates partner onboarding from day one: new partners are automatically enrolled in onboarding flows, assigned training courses, given portal access, and guided to their first deal registration.

Partner-Facing Example: A new agency partner signs up and immediately receives an automated onboarding sequence — product training, sales playbook, and deal registration walkthrough — with progress tracked in the CRM.