Client Onboarding and Service Reminder Workflows

Client Goal 
The client sought an automated workflow to onboard new customers through WordPress forms and manage ongoing service reminders, including periodic maintenance and notifications via email and SMS. 

Challenges Faced 

• Manual onboarding processes were inefficient and prone to errors. 

• Service reminders and automated AMCs were not streamlined, leading to missed follow-ups. 

• Integrating multiple communication channels (email and SMS) was challenging. 

• Existing workflows lacked central management and monitoring. 
  
  

Our Approach / Contribution 
Star Knowledge developed Power Automate flows triggered via WordPress APIs, automating customer onboarding and service reminders. The solution integrated email and SMS channels to ensure timely notifications, while handling new and existing customer scenarios with seamless workflow automation. 

Solutions Delivered 

• Automated onboarding from WordPress forms into internal systems. 

• Service reminder workflows for periodic maintenance and AMCs. 

• Email notifications through Outlook connector. 

• SMS notifications via Twilio integration. 

• Monitoring dashboards to track workflow execution and customer engagement. 
  
  

Business Outcomes / Results 

• Efficiency: Eliminated manual processing of customer onboarding and reminders. 

• Improved Customer Experience: Timely notifications ensured higher service adherence. 

• Operational Visibility: Tracking and reporting improved management oversight. 

• Scalability: Easily handled growing customer base and recurring services. 
  
  

Conclusion / Impact 
The solution streamlined onboarding and service management, improving customer satisfaction and operational efficiency while enabling scalable growth for the client’s service operations.