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Checklist

Client Onboarding Checklist: Stop Fighting Fires

Are you struggling to get out of a reactive mode, feeling like you’re constantly “fighting fires” to best onboard customers and ensure long-term adoption of your product or service?

You’re not alone. Over 70% of services professionals report that they struggle to complete services projects on-time and on-budget.

Good news is, this doesn’t have to be the norm. Download our latest checklist that unlocks the essential factors to consider, including:

  • Process documentation & communication
  • Team collaboration & workflow
  • Work status tracking & reporting
Download your checklist!

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Smartsheet is a project management platform that brings together people, processes, and technology. With its familiar spreadsheet-like interface and flexible views, Smartsheet enables you to better track, manage, and collaborate on projects of all sizes.

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We have seen productivity increases within our product project management organization of 30% and 40% — same head count, more projects, more improved customer experiences — simply by eliminating waste and utilizing a more efficient platform.

Bryan Langford

Vice President, Implementation, Planning, and Support