Onboarding Tracker

Author: Phil Powis
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This app was designed and leveraged at Intuit as a way to track customer account onboarding and ensure that we were meeting objectives, SLA's, and providing the right documentation to customers along the way.The app tracks both onboarding meetings, as well as materials that need to be emailed to customers at specific touchpoints. It is designed in a way that leverages templates - thus vastly reducing repetitive data entry.

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34 Installs