Checklists
Send welcome email
(Use the template)
[Sales]
Schedule kickoff call
@+1d
[CSM]
Share onboarding documents
@+3d
[Trainer]
Configure integrations
[IT]
Confirm login + account access
[Customer]
Hold first success review
[CSM]
Inspections
Interior Walls Conditions
@-2d
{bad, okay, fair, good, excellent}
Carpet Condition
{bad, okay, fair, good, excellent}
Refrigerator Condition
{bad, okay, fair, good, excellent}
Oven Condition
{bad, okay, fair, good, excellent}
Customer Feedback Survey
Rate your overall experience
{1, 2, 3, 4, 5}
[Customer]
Was our staff friendly and helpful?
{Yes, No}
[Customer]
How satisfied are you with the service quality?
{Poor, Fair, Good, Excellent}
[Customer]
Would you recommend us to friends?
{Yes, No}
[Customer]
#Anything we could improve?
#[Customer]