Reduce Errors and Improve Efficiency

Organizations implementing handoff automation reduce errors by 85% and improve customer time-to-value by 40%

Master Automation and Data Flows

Professionals learn to design unified data flows, build low-code automations, measure onboarding improvements, and create scalable templates

Solve Manual Workflow Challenges

Automate workflows to eliminate manual tasks like Slack notifications, data transcription, and manual project creation

About this playbook

Are you struggling with manual workflows that lead to errors and delays in customer onboarding? Join our course to master automation platforms like Tray.io and Workato to streamline sales to customer success transitions. Learn to reduce errors, improve efficiency, and reclaim time for proactive engagement. Enroll now and transform your customer handoff process!

Course Curriculum

7 Chapters · 12 Lessons

  1. 1

    Introduction to Handoff Automation

    1. (Included in full purchase)

      Benefits of Automation

    2. (Included in full purchase)

      Automating Post-Sale Handoff

  2. 2

    Chapter 1

    1. (Included in full purchase)

      The Post-Sale Handoff Problem

  3. 3

    Chapter 2

    1. (Included in full purchase)

      Platform Comparison - Tray.io vs. Workato

  4. 4

    Chapter 3

    1. (Included in full purchase)

      Building Your First Handoff Automation

  5. 5

    Chapter 4

    1. (Included in full purchase)

      Measuring Automation ROI

  6. 6

    Chapter 5

    1. (Included in full purchase)

      Scaling and Troubleshooting

  7. 7

    Resources

    1. (Included in full purchase)

      Post-Sale Handoff Automation Setup Checklist

    2. (Included in full purchase)

      Tool Stack Reference Tray.io vs Workato

    3. (Included in full purchase)

      The Seamless Onboarding Flow

    4. (Included in full purchase)

      ROI Framework Measuring Post-Sale Automation Impact

    5. (Included in full purchase)

      Automation Confidence Builder

Ready to Transform Your Workflow?

Enroll now and start mastering automation to streamline your sales to customer success transitions. Take the first step towards reducing errors, improving efficiency, and reclaiming valuable time for proactive engagement.

Enroll Now