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Customer Onboarding Checklist

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.

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

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