I’m revamping the onboarding packet we leave after an install — quick-start, IFU highlights, a laminated service contact card, and a 30‑day follow-up plan. What’s helping you strengthen relationships in that first month, and do you include a simple uptime/ROI tracker the client can update without our help?
It’s interesting how onboarding is like teaching someone to ride a bike — once they get the hang of it, they’re off and running. A simple uptime/ROI tracker could definitely help clients stay engaged; I’ve found it useful for reinforcing the value we bring. Do you think a personalized follow-up message after the first week would also help with that relationship?