Five-lane customer onboarding workflow spanning sales, legal, finance, onboarding and the customer, with acceptance gates and a 30-day check-in before activation.

Full FlowZap Code

Copy and paste the following FlowZap code into a project in your FlowZap account to see this template diagram.

sales { # sales
n1: circle label:"Lead Qualified"
n2: rectangle label:"Initial Contact"
n3: rectangle label:"Discovery Call"
n4: diamond label:"Good Fit?"
n5: rectangle label:"Prepare Proposal"
n6: rectangle label:"Present Proposal"
n7: diamond label:"Accepted?"
n8: rectangle label:"Send Contract"
n9: circle label:"Deal Lost"
n1.handle(right) -> n2.handle(left)
n2.handle(right) -> n3.handle(left)
n3.handle(right) -> n4.handle(left)
n4.handle(right) -> n5.handle(left) [label="Yes"]
n5.handle(right) -> n6.handle(left)
n6.handle(right) -> n7.handle(left)
n7.handle(right) -> n8.handle(left) [label="Yes"]
n8.handle(bottom) -> legal.n10.handle(top) [label="Review"]
n7.handle(top) -> n9.handle(top) [label="No"]
n4.handle(top) -> n9.handle(top) [label="No"]
}

legal { # legal
n10: rectangle label:"Contract Review"
n11: diamond label:"Terms OK?"
n12: rectangle label:"Request Changes"
n13: rectangle label:"Finalize Contract"
n14: rectangle label:"Contract Signed"
n10.handle(right) -> n11.handle(left)
n12.handle(top) -> sales.n6.handle(bottom) [label="Negotiate"]
n13.handle(right) -> n14.handle(left)
n14.handle(bottom) -> finance.n15.handle(top) [label="Process"]
n11.handle(bottom) -> n13.handle(bottom) [label="Yes"]
n11.handle(right) -> n12.handle(left) [label="No"]
}

finance { # finance
n15: rectangle label:"Setup Billing"
n16: rectangle label:"Process Payment"
n17: diamond label:"Payment OK?"
n18: rectangle label:"Payment Issue"
n19: rectangle label:"Account Active"
n15.handle(right) -> n16.handle(left)
n16.handle(right) -> n17.handle(left)
n19.handle(bottom) -> operations.n20.handle(top) [label="Activate"]
n17.handle(top) -> n19.handle(top) [label="Yes"]
n18.handle(bottom) -> n16.handle(bottom) [label="Retry"]
n17.handle(right) -> n18.handle(left) [label="No"]
}

operations { # operations
n20: rectangle label:"Create Account"
n21: rectangle label:"Setup Environment"
n22: rectangle label:"Configure Settings"
n23: rectangle label:"Assign Team"
n24: rectangle label:"Schedule Training"
n20.handle(right) -> n21.handle(left)
n21.handle(right) -> n22.handle(left)
n22.handle(right) -> n23.handle(left)
n23.handle(right) -> n24.handle(left)
n24.handle(bottom) -> customersuccess.n25.handle(top) [label="Handoff"]
}

customersuccess { # customersuccess
n25: rectangle label:"Welcome Call"
n26: rectangle label:"Product Training"
n27: rectangle label:"Implementation Support"
n28: diamond label:"Ready to Launch?"
n29: rectangle label:"Additional Training"
n30: rectangle label:"Go Live"
n31: rectangle label:"30-Day Check-in"
n32: circle label:"Onboarding Complete"
n25.handle(right) -> n26.handle(left)
n26.handle(right) -> n27.handle(left)
n27.handle(right) -> n28.handle(left)
n28.handle(right) -> n30.handle(left) [label="Yes"]
n30.handle(right) -> n31.handle(left)
n31.handle(right) -> n32.handle(left)
n28.handle(top) -> n29.handle(top) [label="No"]
n29.handle(bottom) -> n27.handle(bottom) [label="Continue"]
}

Install the MCP packagenpm install -g flowzap-mcpMCP documentation

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