Onboarding checklist template

$0.00

A two-page printable worksheet: list your onboarding milestones with time limits, keep one card per new account, and work the hold list each morning. Free, PDF.

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Description

The same method the Trailmark demo runs on, on paper. Page 1: your milestones (what has to happen, where you see it, how long you give it, who owns it) and an account card. Page 2: the hold list, longest wait first, and a second account card.

Trailmark is a fictional product built as a WordPress demo. The template itself is real and free to copy and use.