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Customer Onboarding

By Smartsheet

The Customer Onboarding template set provides all the tools you need to effectively onboard new customers to your product or service in a scalable way.

* Organize onboarding activities in a detailed schedule

* Centralize onboarding assets in a custom portal for you and your customer

* Track the status of key tasks and mitigate potential risks

 

This template set includes 1 sheet, 2 reports, and a dashboard.