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Create onboarding kit and register new subscription customers

Create onboarding kit and register new subscription customers

Your active subscriptions often lack onboarding kits, leaving customers unsure and increasing support requests. Provide the kit and register clients so they can start the same day.

Create onboarding kit and register new subscription customers

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Overview

When subscriptions flip to active you need customers to receive setup materials immediately; delays drive support volume and slow time-to-value. This flow creates the onboarding workbook, logs the client, and sends starter instructions so customers can begin the same day.

Create onboarding kit and register new subscription customers