Checklist for tasks that customer needs to complete

Shira Mizel · 2022-02-18T17:58:00+00:00

Hey there! I work at a company where we trade data with customers. I'd like to design a document that can be shared with customers from the kickoff call that includes their "tasks" for the first year of using our service to set expectations and a timeline. I'd like to be able to edit the document with notes and ideally…