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Customer Success

Coordinate customer onboarding

Your assistant will manage the process of welcoming new customers.
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1.
You
Please kick off the onboarding process for our new enterprise client in HubSpot. Set up their account and configure the required integrations.
Your Assistant
I've initiated the onboarding process for our new enterprise client. I've sent them our welcome package and scheduled a kick-off call for next Tuesday. I've also created a customized onboarding checklist in our project management tool, assigned tasks to relevant team members, and set up progress tracking. The client success team has been notified to provide additional support as needed.
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