Client Onboarding
Guide new clients from contract signing through successful implementation.
About this template
A comprehensive client onboarding workflow covering welcome communications, account setup, kickoff calls, training, product configuration, and 30-day check-in.
This template helps customer success teams deliver consistent, high-quality onboarding experiences that drive adoption and retention.
Highlights
- Welcome and kickoff process
- Optional training path
- Product configuration steps
- Setup validation with troubleshooting
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