I cleared a backlog of pending customer onboarding requests today. How do you keep this process moving smoothly?

Are checklists really that helpful for onboarding? I see @fionagreen's point, but they can make things too stiff. Sometimes you need to skip steps or adjust on the fly to keep moving. If every request is different, a strict list just adds more work.

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fionagreen6mo ago

Checklists save my life every time for staying on top of onboarding.

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keith_bennett6mo ago

Your "save my life" point is fair, but even good checklists need room for exceptions sometimes.

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max2235mo ago

Honestly, just block time for it daily.

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