Process Street
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Templates
Customer Management
Pilot Customer Onboarding

Pilot Customer Onboarding

1
Pilot customer checklist completed (Google form)
2
Welcome email
3
Schedule 45 min onboarding session
4
Payment collected/scheduled
5
Customer & Competitor UPCs collected
6
Account creation: user access granted & modules enabled
7
Market & Competitor Analysis report
8
Market & Competitor Analysis report (review)
9
Onboarding presentation
10
Design work for Market & Comp Analysis report
11
Check in call #1
12
Optimization recs #1
13
Check in call #2
14
Optimization recs #3
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Check in call #3
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Title Optimization & keywords recs
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