Access the Onboarding Pipeline from the Opportunities section – this displays all 12 provider accounts organized by their current onboarding stage in the setup process.
Review the pipeline stages representing each step of the provider onboarding flow:
Signed Up: Providers who have registered through the signup form.
Onboarding Form Submitted: Providers who’ve completed their onboarding details form.
Onboarding Call Booked: Providers who’ve scheduled their onboarding call.
Onboarding Call Attended: Providers who’ve completed their onboarding session.
Account Customization: Providers whose accounts are being tailored and configured.
Fully Onboarded: Providers who’ve completed all setup steps and are ready to operate.
Monitor stage values and totals:
Each stage displays the total number of opportunities and value.
Signed Up stage includes 4 providers.
Onboarding Call Booked stage includes 5 providers.
Account Customization stage includes 1 provider.
Track progress to ensure all providers successfully move toward the Fully Onboarded stage.
Managing Individual Opportunities
Review individual provider cards within each stage:
Each card shows the provider’s business name and signup source.
Icons indicate available actions (call, message, email, calendar).
Status indicators help track upcoming onboarding events and actions.
Move providers between stages by dragging cards or using automation workflows:
Advance from Signed Up to Onboarding Form Submitted once details are received.
Move to Onboarding Call Booked when a call is scheduled.
Progress to Onboarding Call Attended after the session is complete.
Transfer to Account Customization once setup begins.
Mark as Fully Onboarded when all configurations are finalized.
Track onboarding progress:
Ensure all new providers are advancing through each stage promptly.
Follow up with those who haven’t submitted their onboarding form or booked a call.
Identify any bottlenecks in the onboarding flow and flag them for improvement.
Manage inactive providers:
Check for stalled opportunities in early stages.
Reach out via call or email to re-engage.
Close or archive opportunities that remain inactive for extended periods.
