Overview
Onboarding is where customer experience, delivery, and billing first collide, and KREP can coordinate those steps in one flow.
This guide helps you use tasks, messages, and ownership rules to reduce onboarding friction.
How to use it in KREP
- Create an onboarding checklist covering setup, data capture, training, billing, and support contacts.
- Assign every onboarding phase to a real internal owner.
- Use welcome emails, SMS, and KB links to answer common setup questions early.
- Track onboarding completion time by package or customer type.
What to monitor
- Time to first value.
- Onboarding task delays.
- First-week support ticket volume.
Best practices
- Do not hand over onboarding without a written checklist.
- Keep one naming and stage model for every customer type.
- Promote recurring onboarding questions into KB articles.
Related KREP modules
Tasks, Notifications, Knowledge Base
Search topics covered
customer onboarding, implementation checklist, welcome workflow