Onboarding & Implementation

Dedicated Pipeline for Onboarding.

Winning a deal isn't the finish line — it's when your deal moves to its own onboarding pipeline, inside the same CRM, tracked every step until the customer is live.

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Kickoff
Implementation
Acme Corp
Handed off from Sales — same record
Contacts
4
Sales activity
18
logged
Tasks
3
open
From signed to live

One record, from first contract to first login.

Every step below runs on the same deal, the same record — not a copy of it.

01

A closed deal shows up automatically

Implementation Pipeline

The moment a deal is marked Closed Won, it becomes available on the Implementation board — same company, same contacts, same deal history. Nobody re-enters a thing.

02

Your team picks up right where sales left off

Shared CRM Records

Implementation reps see the full sales activity history — every email, note, and logged call — on the same record they're now working.

03

Kickoff to Go-Live, on your terms

Kickoff → Go-Live

Each implementation team runs its own board with its own stages — Kickoff, Discovery, Configuration, Training, Go-Live, Complete — configured independently from the sales pipeline.

04

Handoffs happen with tasks, not tickets

Cross-team Tasks

Assign a follow-up to anyone in the workspace — sales or implementation — so nothing falls into the gap between teams.

What's actually running

Everything post-sale needs, on the record sales already built.

Implementation Pipeline

A dedicated Kanban board for post-sale work, with its own stages — not a repurposed sales pipeline everyone has to work around.

Shared CRM Records

Companies, contacts, and deal history carry over automatically. No export, no import, no second copy of the customer to keep in sync.

Cross-team Tasks

Assign a task to anyone in the workspace, sales or implementation, so a handoff is a task — not a ticket in a different system.

Activity Logging

Calls, training sessions, and meetings log to the same timeline as the deal's sales history — one continuous record, not two.

Entrance Criteria

The same governance your sales pipeline uses — required fields before a deal can move to the next stage — configured independently for implementation.

Chat Agent

The same always-on assistant from sales keeps working post-close — ask about any account, draft a check-in, or get a status update without leaving the board.

The real choice most tools force

A separate tool. A duplicated pipeline. Or neither.

Most CRMs make you choose: bolt on a separate onboarding product with its own login and its own copy of your customer data, or fake a second sales pipeline stuffed with stages that don't fit a real onboarding process. Firehose gives implementation its own board, with its own stages — inside the same workspace, on the same record, with the same history already attached.

Acme Corp — Deal Record
Sales PipelineClosed Won
Same company, same contacts, same history
Implementation PipelineKickoff
No new record. No re-entry.
Ask, don't dig

Three agents that already know your onboarding pipeline.

They're not a chatbot bolted onto a search bar — they read the same accounts, contacts, and history this whole page is about.

Implementation & deals
Chat Agent

Ask about any onboarding account, contact, or stage and get a real answer — not a link telling you to go dig for it yourself.

Which onboarding accounts haven't hit Go-Live yet?
3 accounts: Acme Corp (Training, 12 days), Globex (Configuration, 9 days), Initech (Kickoff, 3 days). Want a status update drafted for each?
Bottom of funnel
Call Prep Agent

Pulls the sales handoff — company, contact, and deal history — straight from the same record, so a kickoff call never starts from a blank page.

Acme Corp — Kickoff Call Brief
Contact
Jordan Lee, VP Sales — now the internal champion
Company
Acme Corp — 340 employees, SaaS
Deal
Enterprise plan, $48K ACV, closed March 3
Handoff notes
Sales flagged urgency around the Q3 rollout deadline
Post-call
Call Summary Agent

Pulls the transcript from Google Meet or Microsoft Teams the moment a call ends and turns it into a summary — in whatever format your team wants.

Acme Corp — Kickoff Call
Customizable
Attendees
You, Jordan Lee (VP Sales)
Decisions
Rollout will run in two phases — pilot team first
Blockers
Waiting on SSO credentials from their IT team
Next milestone
Training session scheduled for next Tuesday

Activation starts the moment the ink dries.

No new login for your team. No re-entering the deal. Just a new board, the same record, and a clear path to Go-Live.

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Questions worth answering directly

Frequently asked questions

No — it's a separate Kanban board inside the same Firehose workspace, not a different tool or a different login. Implementation teams work off the same companies, contacts, and deal history sales already built.