About this tutorial

In this tutorial we’re going to create a basic (hypothetical) client onboarding playbook in Relay.

Along the way, you’ll get introduced to many of the core constructs and UI elements of Relay, allowing you to expand on this when you build your own playbooks.

The tutorial is designed in such a way that everyone with a (free) Google Account is able to complete it entirely.

The playbook: Client Onboarding

We’ll be creating & running a heavily simplified client 4-step onboarding playbook for a customer success team. The playbook is a simple “blueprint” that outlines all things that should happen every time a new client signs up for our hypothetical business, and by whom.

Every time a new client signs up for our business, four things need to happen:

1. First, the Customer Success Lead should assign a Customer Success Manager (CSM) to onboard the newly signed up client
2. Next, the CSM should gather some basic background info about the client, like its size and industry. This will be added to the CRM later.
3. Then, a semi-automated welcome email will be sent to the new client on behalf of the CSM
4. Finally, the new client is added to our “CRM” (we’ll use a spreadsheet in this tutorial)

The playbook will be triggered automatically every time a new client signs up through a Google Form.

<aside> 💡 To see a demo video of the final playbook in action, go here

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A preview of the Client Onboarding playbook we will build as part of this tutorial

Let’s go!

The tutorial is broken down in 5 parts, each containing step-by-step instructions: