Customer Onboarding Checklist

Ensure your SaaS customers are seamlessly onboarded into your platform.

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Ensure customers are successfully onboarded with a clear checklist of next steps and resources.

Nailing your new customers onboarding experience is the highest priority for businesses, yet it can quick fall apart. Use this template with customers to make sure you're on the same, nothing is missed during sales handoff, and everyone knows what needs to happen next.

Customer Onboarding Checklist

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Recapped has made for more predictable forecasting and greater transparency into key deals