Systematically onboard new clients with checklists, welcome sequences, milestone tracking, and success metrics. Reduce churn by nailing the first 90 days.
Initial release of Customer Onboarding skill. - Generate customized onboarding checklists with key milestones and deadlines. - Draft ready-to-send welcome email sequences for new clients. - Provide structured kickoff meeting agendas. - Define and track onboarding success metrics. - Detect and flag common onboarding risks. - Assign ownership and responsibilities for each step.