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Client Success Collaboration

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  • Beginner

Guide your team to a smooth transition from sales, client onboarding, to production. This template will provide a clear path and align your Sales and Production teams, ensuring a great customer experience.

Template Includes

    • Getting Started Guide
    • New Client Endorsement Form
    • Endorsement Document
    • List
    • Endorsement Pipeline

    • When task created, set custom field.

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