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Customer Onboarding Packet
Customer Experience | Documentation | Templates
May 2024
OBJECTIVE:
Sandwire is a B2B managed IT services company. Their team was small but not inexperienced, and needed a more professional customer onboarding experience that would start client relationships off on the right foot.
PROCESS:
Like many resource-strapped small businesses, Sandwire's customer onboarding process was inconsistent and often undermining their reputation just as relationships started.
Marketing met with the team to understand the onboarding process:
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