Onboard a new business customer

Contract, setup, training and a check that they use it, in the first 90 days.

1. Hand over from sales with the notes
2. Hold the kick off call
3. Set up their account and single sign on
4. Sign the data processing agreement. Most people forget this: Many customers cannot go live until the data processing agreement is signed
5. Train their admins
6. Check usage at 30 days
7. Hold the 90 day review (Customer success manager signs off)

All recipes