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Activating this document (internal use)
Tasks should be completed from top to bottom.
Onboarding Portal Activation Checklist
Status
Summary
Notes
1
Add customer name to template title (replace “template”)
Open
2
Customize the portal and unhighlight custom inputs
Open
3
Assign action items to relevant Boon team members as needed
Open
4
Tailor action items & instructions to customer’s needs
Open
5
Update the status of action items as needed, particularly those you might have either started on or completed
Open
6
Hide this activation page from the onboarding file
Open
7
Publish this document so that anyone with a link can view it.
Open
8
Copy link to this portal and paste it into the “Active Onboardings” folder at the top of the #customer-onboarding in Slack
Open
9
Post to #customer-onboarding Slack channel that the onboarding portal for this company is live
Open
10
Move this document to the “Customer Onboarding” coda folder
Open
11
Invite key points of contact within organization to this document directly
Open
12
Assign action items to relevant contact(s) within the organization
Open
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