Onboarding Workflow
Danica Makisig
Overview 🔎
Set the stage for your work, and provide some key details about this project. Introduce collaborators, and provide any context that will be helpful to keep in mind (ex. brand, company, or project owners).
Problem & Solution 🤝
At the highest level, what problem did you solve, and who did you solve it for?
Goals/Requirements: Streamlined onboarding process
• Premium Experience
• Smooth Experience
Process 🛣
What steps did you take to solve this project’s problem? Share your ideas, what you discovered along the way, and what processes you took to arrive at your solution.
Results 🎁
Wrap up your project by highlighting your successes. If you’re able, highlight key metrics that were improved with the help of your project.
Add a quote from the client, independent, or any other relevant collaborators 🗣
Name
Project Management
Takeaways 📣
What are some things you’ve learned from this project? Is there anything you’d do differently?
Like this project
Posted Jan 5, 2023
This onboarding workflow is useful to any business. You can use this to have your client a premium experience even the project is not yet started.
