Three-lane onboarding workflow where the sales team hands the closed deal to the onboarding specialist, who runs the kickoff and setup tasks with the customer.

Full FlowZap Code

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

sales { # Sales Team
n1: circle label:"Start"
n2: rectangle label:"Send Welcome Email & Contract"
n3: rectangle label:"Receive Signed Contract"
n4: rectangle label:"Create Internal Ticket"
n5: circle label:"Handoff"
n1.handle(right) -> n2.handle(left)
n2.handle(right) -> n3.handle(left)
n3.handle(right) -> n4.handle(left)
n4.handle(right) -> n5.handle(left)
n5.handle(bottom) -> onboarding.n6.handle(top) [label="Ticket Created"]
}

onboarding { # Onboarding Specialist
n6: rectangle label:"Review Client Info & Goals"
n7: rectangle label:"Schedule Kickoff Call"
n8: rectangle label:"Conduct Kickoff Meeting"
n9: rectangle label:"Configure Account"
n10: rectangle label:"Prepare Training Materials"
n11: rectangle label:"Grant System Access"
n12: circle label:"Complete"
n6.handle(right) -> n7.handle(left)
n7.handle(right) -> n8.handle(left)
n8.handle(right) -> n9.handle(left)
n9.handle(right) -> n10.handle(left)
n10.handle(right) -> n11.handle(left)
n11.handle(right) -> n12.handle(left)
n7.handle(bottom) -> customer.n13.handle(top) [label="Sends Invite"]
n8.handle(bottom) -> customer.n14.handle(top) [label="Holds Meeting"]
n11.handle(bottom) -> customer.n15.handle(top) [label="Sends Credentials"]
}

customer { # Customer
n13: rectangle label:"Receive Meeting Invite"
n14: rectangle label:"Attend Kickoff Meeting"
n15: rectangle label:"Receive Login & Materials"
n16: diamond label:"First Login Successful?"
n17: rectangle label:"Complete Setup Tasks"
n18: rectangle label:"Confirm Go-Live"
n19: circle label:"Onboarded!"
n13.handle(right) -> n14.handle(left)
n14.handle(right) -> n15.handle(left)
n15.handle(right) -> n16.handle(left)
n16.handle(right) -> n17.handle(left) [label="Yes"]
n17.handle(right) -> n18.handle(left)
n18.handle(right) -> n19.handle(left)
n16.handle(top) -> onboarding.n11.handle(bottom) [label="No - Needs help"]
n18.handle(top) -> onboarding.n12.handle(bottom) [label="Notify Success"]
}

Install the MCP packagenpm install -g flowzap-mcpMCP documentation

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