Customer Onboarding
Ideal for
Use template
Manage the entire process of your client’s onboarding, from the kick off meeting till the implementation and training on client’s end. Gain visibility into the progress of the onboarding, track how much time was invested, and align everyone internally on where things stand.
What are the benefits of using this template?
Full client onboarding
Manage the entire client onboarding process from the kick-off meeting through to implementation and training on the client’s end.
Onboarding progress tracking
Gain full visibility into the progress of client onboarding, and track how much time was invested.
One centralized platform
Keep your sales team and client-facing team aligned by syncing everyone on one centralized and easy-to-use platform.
Customer Onboarding
Ideal for
Manage the entire process of your client’s onboarding, from the kick off meeting till the implementation and training on client’s end. Gain visibility into the progress of the onboarding, track how much time was invested, and align everyone internally on where things stand.
Use template
What are the benefits of using this template?
Full client onboarding
Manage the entire client onboarding process from the kick-off meeting through to implementation and training on the client’s end.
Onboarding progress tracking
Gain full visibility into the progress of client onboarding, and track how much time was invested.
One centralized platform
Keep your sales team and client-facing team aligned by syncing everyone on one centralized and easy-to-use platform.