Onboarding Process
Process documentation and templates for the onboarding process
Templates - Kickoff Call & SOW
Download these two templates as you prepare for onboarding a new customer [TEMPLATE] Accelerate ...
Onboarding Process Flow Map
Salesforce dashboard to track Strategic onboarding customers
Strategic Onboarding Dashboard
How do I know which accounts I'm onboarding?
Notifications of new client will come through the #sales-cs-handoff channel The AE will @ me...
How do I track which accounts have a scheduled Kickoff Call?
Track which accounts do and do not have a Kickoff call by comparing these reports on the Strategi...