Archived Content
Activating this document (internal use)
Tasks should be completed from top to bottom.
Onboarding Portal Activation Checklist
Status
Summary
Notes
Add customer name to template title (replace “template”)
Open
Customize the portal and unhighlight custom inputs
Open
Assign action items to relevant Boon team members as needed
Open
Tailor action items & instructions to customer’s needs
Open
Update the status of action items as needed, particularly those you might have either started on or completed
Open
Hide this activation page from the onboarding file
Open
Publish this document so that anyone with a link can view it.
Open
Copy link to this portal and paste it into the “Active Onboardings” folder at the top of the #customer-onboarding in Slack
Open
Post to #customer-onboarding Slack channel that the onboarding portal for this company is live
Open
Move this document to the “Customer Onboarding” coda folder
Open
Invite key points of contact within organization to this document directly
Open
Assign action items to relevant contact(s) within the organization
Open
There are no rows in this table
Complete and un-highlight all highlighted text!
Hide this page/section of the guide before sharing this document with customer!
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.