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
Succeed in a fast-changing world with Smartsheet.
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.
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.