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SaaS Customer Service Onboarding Checklist

SaaS Onboarding Checklist

• CUSTOMER SIGN UP

  See description

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  How to do this task:

  Subtasks:

• CONTENT UPGRADE

  See description

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  How to do this task:

  Subtasks:

• WELCOME EMAIL

  See description

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  How to do this task:

  Subtasks:

• PRODUCT TUTORIAL

  See description

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  How to do this task:

  Subtasks:

• FIRST LOGIN

  See description

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  How to do this task:

  Subtasks:

• ADDITIONAL EMAILS

  See description

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  How to do this task:

  Subtasks:

• NOTIFICATIONS

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  How to do this task:

  Subtasks:

• CUSTOMER SUPPORT

  See description

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  How to do this task:

  Subtasks:

• GIFTS OR SWAG

  See description

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  How to do this task:

  Subtasks:

• FOLLOW UP

  See description

  ×

  How to do this task:

  Subtasks:

• UPDATES

  See description

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  How to do this task:

  Subtasks:

• CANCELATIONS

  See description

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  How to do this task:

  Subtasks:

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