Tips & Tricks to Customer Onboarding

User: "Asha Pulikkal"
Updated by Heather Wendt
Hello CS Team,
Just wondering if you have any templates, tips & tricks to share around the customer journey mapping & onboarding. 

Some questions to consider -
1. Do you send the Welcome letter? If YES, what phase of the journey you do that? For e.g. Post contract sign-off or Implementation etc.
2. What's the content of the Welcome Package.
3. Is there a standard process you follow to have a streamlined transition within the teams and ensure a smooth CX.



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Asha Pulikkal
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