Enable seamless customer onboarding by inviting new customers to a shared Trello board.
Create cards to share important resources like knowledge centers, guides, and customer service contact information.
Add onboarding tasks for new customers as they get oriented with your product.
Know when your customers might need help by having a clear view into their onboarding process.
Check out our Trello Team playbooks
Author : Trello Team
Source : Trello Templates