Create onboarding sequence/survey
J
Jeff Armstrong
When a customer gets a new sub-account, it would be great to have a sequence/survey that asks for the info needed to get their account up and running.
For instance, it would ask for their website, business, name, logo, etc. as well as prompting them to set up a phone number for text messaging, connecting their integrations for payments, email, etc.
Sprout Studio has a great onboarding sequence that asks for key information that has them set up their account.
Here's the link to theirs: https://sproutstudio.com/?registration=1
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