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Bonus Step – Improve, Improve, Improve

The described onboarding workflow should act as the skeleton for your checklist; it’s up
to you to flesh out the specifics based on your products and competitive space.

Combine metric performance with partner insights to consistently seek ways to improve
your onboarding process with updated materials or timelines. If you collaborate with
Allbound, our Customer Success Managers can help assess data to distill new
strategies.

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