Greeter · Onboarding
Onboarding. Every new client welcomed through week one.
Greeter drafts the welcome, the setup steps, and the week-one check-in on the rhythm you choose, always says who to contact, and ends with a one-line ask for an introduction.
- Drafts the welcome and the setup steps
- Checks in through week one, on the rhythm you choose
- Ends with a one-line ask for an introduction
Example draft
This lands in your Drafts.
- Who should the welcome come from, you or the company?
- How often should it check in during onboarding?
- How many check-ins before it stops?
- What steps should a new customer walk through? Type them in order, comma separated.
- Invents a step you did not give it
- Sends the next step after a customer asks to pause
- Shares one customer's details with another
From $55 a monthOne staff member, billed monthly. Also in Team of three and Whole team.
Need a job none of the seven do? Make a new hire.