Onboarding Process for the Clients

Onboarding Steps

Automated Sequences

Interactive Tutorials- how-to videos, etc.

AI Chatbot Integrations

Feel the satisfaction of checking off boxes as you get things done.

Clear sample data

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To-do list

To-do list

Done

Task

Due date

Assigned to

Status

Priority

Create the Welcome Video

Sep 7

Define the Onboarding Steps

Create the interactive tutorials

Define and create the automated sequences- VideoAsk

AI Chatbot Integrations

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