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The State of Customer Onboarding 2022
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Consistency
Create once, reuse forever. Project templates and document templates help you repeat your best work, save time, and ensure consistency
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Single-click set up
Don’t lose time setting up every project from scratch. Create project plans, tasks, and documents with a single click
Nothing slips through the cracks
Ad hoc project creation is both tedious and error-prone. Reusable templates help your team focus on delivering a great experience
Ensure consistency
Consistency in process
Reusing templates ensures a consistent process, which ensures you get insights into key areas that need improvement
Consistency across your team
Give your customers a great consistent experience regardless of who is in charge of the project
Keep improving. Always.
Improve your templates through learnings from earlier projects, make the future projects even better
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The right template for the right project
Create project templates tailored to different customer segments - size, industry, maturity level, or implementation complexity
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