Greetings from your contacts list! You may manage and keep all of your contacts here.

User onboarding is the process of improving an individual’s requirements and success with a product or service. This term is often used in reference to software products, and it can be done in a manual or automated way. The term originates from the human resources term, onboarding.

What advantages does utilizing this template offer?

• Fully boarding a customer

  Manage every step of the client onboarding procedure, from the initial meeting to the customer’s implementation and training.

• Tracking of onboarding progress
  Obtain complete insight into the client onboarding process and monitor the time commitment.

• Just one center platform

  By synchronizing everyone on a single centralized and user-friendly platform, you can keep your sales team and client-facing staff in sync.

The Client Directory Template Default

Task Status:	☹[Awaiting Onboarding]👌[Onboarding In Progress]❎[Paying Customers] ✨[At Risk] ⛳[Contacts] ✏[Finished]
Task Type:	[Vendor] [Customer] [Lead] [Partner]
Custom Field:	Package(text), TimeZone(text), Kickoff(text), Structuring(text), Training(text), Go Live Date(date), Success Metrics(text), Risks(text), Est. Hours(text), Onboarding Dates - End(date), Onboarding Dates - Start(date), Phone(text), Title(text)
Task View:	List, Board. File, Wiki

RELATED RESOURCES

“User Onboarding - Wikipedia.” User Onboarding - Wikipedia, 21 Nov. 2018, en.wikipedia.org/wiki/User_onboarding.