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Appreciation post: swapping a shared spreadsheet for a proper onboarding tracker cut our client setup from 9 days to 3
Six months ago my ops team was tracking every new B2B client in a Google Sheet with 14 columns, and half the rows went stale because nobody owned the handoff. Last month we moved the same steps into a simple kanban board with one owner per stage, and the average setup time fell from 9 days to 3. For ops folks running onboarding manually, what stage in your flow is the one that keeps stalling?
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