Define onboarding workflow stages and timeline
12wCreate welcome email sequence for new customers
11wBuild onboarding checklist template for customers
12wSet up customer onboarding tracking in CRM
11wCreate product walkthrough video library
10wDefine customer health scoring model
10wOnboarding survey — gather feedback at day 14 and day 30
11wSchedule onboarding kickoff call with new accounts
12wDefine customer journey milestones and trigger points
11wDesign 5-email onboarding automation workflow
11wCustomer onboarding knowledge base articles
10w