This template provides the basic step-by-step process when onboarding a customer
Customer Onboarding
Add template to your ClickUp accountTemplate Includes
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COMPLETE, NEW CUSTOMER, ONBOARDING CALL, ONBOARDING QUESTIONNAIRE, TEAM ASSIGNMENT, WELCOME GIFT
- Email
- Customer Type
- Services
- Service Package
- Onboarding Call Date
- Source
- Phone Number
- By Service Package
- Customer Intake Form
- Getting Started Guide
- Onboarding Process
- Onboarding Questionnaire
- Onboarding Date
- Ongoing Customers
