{"id":28383,"date":"2022-02-23T17:33:34","date_gmt":"2022-02-23T17:33:34","guid":{"rendered":"https:\/\/www.process.st\/templates\/pilot-customer-onboarding\/"},"modified":"2024-04-24T16:19:22","modified_gmt":"2024-04-24T16:19:22","slug":"pilot-customer-onboarding","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/pilot-customer-onboarding\/","title":{"rendered":"Pilot Customer Onboarding"},"content":{"rendered":"
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Pilot customer checklist completed (Google form)<\/h2>\n
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https:\/\/docs.google.com\/forms\/d\/1CoOABHOY_pGsUX9XoiIyXYdQBilAkMXVGORAX8UOrbU\/edit<\/a><\/p>\n<\/p><\/div>\n<\/section>\n

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Welcome email<\/h2>\n<\/section>\n
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Schedule 45 min onboarding session<\/h2>\n<\/section>\n
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Payment collected\/scheduled<\/h2>\n<\/section>\n
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Customer & Competitor UPCs collected<\/h2>\n<\/section>\n
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Account creation: user access granted & modules enabled<\/h2>\n<\/section>\n
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Market & Competitor Analysis report<\/h2>\n<\/section>\n
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Market & Competitor Analysis report (review)<\/h2>\n<\/section>\n
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Onboarding presentation<\/h2>\n<\/section>\n
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Design work for Market & Comp Analysis report<\/h2>\n<\/section>\n
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Check in call #1<\/h2>\n<\/section>\n
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Optimization recs #1<\/h2>\n<\/section>\n
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Check in call #2<\/h2>\n<\/section>\n
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Optimization recs #3<\/h2>\n<\/section>\n
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Check in call #3<\/h2>\n<\/section>\n
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Title Optimization & keywords recs<\/h2>\n<\/section>\n
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\u2006<\/h2>\n<\/section>\n
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\u2006<\/h2>\n<\/section>\n
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\u2006<\/h2>\n<\/section>\n
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\u2006<\/h2>\n<\/section>\n
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\u2006<\/h2>\n<\/section>\n","protected":false},"excerpt":{"rendered":"

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