Content Pre-onboarding customers screenshot

Pre-onboarding customers template

Provide customers and prospects a seamless experience.

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* The template contains: Group of items, Person column, Tag column, Date column, and Status column with labels.

Advantages of Pre-onboarding customers template

Improved accountability

Make your sales process more efficient. Assign the right sales people to tasks, and get distinct responsibilities. Define due dates so it's clear who's tackling what to move the opportunity forward.

Unified guide information

Save time by adding a step by step guide for your pre-onboarding process. Manage the entire process of your client’s onboarding, from the kick off meeting till the implementation and training on client’s end.

What you’ll love the most about this template

Person column

• Person Column allows you to assign tasks to your Team Members, or check who in your team is responsible for which task. Include people either as assignees or reviewers of a task, and track progress. • Owning a responsibility means people are more dedicated and productive when dealing with their assignments.

Tags column

• It allows you to list a number of keywords that will appear as a tag. You will have the same pool of tags to choose from to assign to any of your items, for example like design, or sales referring to the type of work needed to be done for a specific task.