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CUSTOMER-ONBOARDING5 MIN READ

Sort Milestones from Tasks

Categorize onboarding items by whether they show setup, activation, or vanity activity.

Sort each onboarding item by what it really proves. Setup task Activation milestone Vanity activity Admin connects real customer data needed for the first report Manager shares the first weekly report with their team Buyer opens the welcome email once Champion invites the two workflow owners required for the pilot A live workflow routes work to the correct owner User clicks through every tooltip in the tour

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