Client Onboarding Roadmap

Contest Brief

We would like an attractive step-by-step onboarding roadmap to use with new clients. We have the current list in a spreadsheet and would like it to look more professional but also be able to edit and customize it to each client. Please see the attached files.

The first tab of the spreadsheet is the client snapshot - which provides contact information for the client.
The second tab has the list for onboarding.

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Public Clarification Board

  • GraphicExpertz
    • 3 months ago

    Please check my entry, Looking forward your feedback, #14 , Thank you:)

    • 3 months ago

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