Rimplo Client Workspace Setup (Onboarding)

Rimplo Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace in Rimplo for the client

   Navigate to the workspace dashboard and select 'Create Workspace'. Name it after the client and set the timezone to match their operations.

2. 02

   Connect the client's CRM (HubSpot or Salesforce) via the Integrations page

   In Settings > Integrations, choose the CRM and authorize with OAuth. Map the pipeline stages to Rimplo's deal stages to ensure accurate stalled-deal detection.

3. 03

   Add billing data from Stripe

   In the same Integrations page, connect Stripe and select the relevant products and subscription statuses. This enables churn risk alerts based on payment failures or downgrades.

4. 04

   Integrate support and product usage tools (Zendesk, Intercom, Mixpanel)

   Connect each tool and configure data sync frequency. For Mixpanel, specify the event names that indicate active usage, such as 'login' or 'feature_used'.

5. 05

   Configure churn-risk and expansion alert rules

   Go to the 'Alerts' section and create rules based on combined signals, like a drop in product usage plus an open support ticket. Set thresholds that match the client's typical customer lifecycle.

6. 06

   Build a starter AI assistant query library

   In the AI Assistant settings, pre-load common questions such as 'Which accounts are at risk?' and 'What expansion opportunities exist?' to speed up client onboarding.

7. 07

   Test the data flow and alerts with a sample account

   Use a test account in the client's CRM to verify that alerts fire correctly and the AI assistant returns sourced answers. Adjust any mapping errors before going live.

8. 08

   Document the setup and train the client's team

   Create a handoff guide covering the configured rules, query library, and how to interpret alerts. Schedule a training session to walk through the dashboard and answer questions.