Customer Success Teams

• What does Usherfly look like for Customer Success teams?

  When a customer is won, the onboarding flow starts automatically: they fill in the brief, confirm access, and prepare for kick-off. You track every customer's progress from the dashboard.

• What's the simplest first flow I can run?

  Welcome (INFO) → Account details form (FORM) → Platform guide (DOCUMENT) → Schedule kick-off call (TASK, Task Owner: CS rep). Four steps is enough.

• How do I structure steps for customer onboarding?

  FORM for client details, DOCUMENT for guides, E-SIGN for DPA or SLA, CHECKPOINT for technical sign-off, TASK for CS-side actions.

• How do I invite customers?

  Send a single invite per customer. For multiple at once, upload a CSV. The customer clicks the link — no account creation required.

• What's the freemium limit and when should I upgrade?

  1 concurrent active onboarding (finish one, free the slot); admins and templates are unlimited. Move to Growth (10) when you need to onboard more customers at once.

• What's the most common pitfall for CS teams?

  Forgetting to assign TASK steps to the CS rep instead of the customer. Scheduling the kick-off or provisioning access is CS work — check Task Owner on every step.

• Can I build separate flows for different product tiers?

  Yes. Build one flow per tier with tier-specific brief forms and documents. Growth plan required for more than one active flow.