Question 4 of 7Pro Only

A customer has not completed their onboarding tasks. Write a follow-up message that is helpful and not blaming.

Sample answer preview

I would make the next step easy. For example: Hi Jordan, I wanted to follow up on the onboarding checklist. I know your team is busy, so I highlighted the two items that matter most for this week: confirming admin access and choosing the first user group.

checklistadmin accessuser grouphelpTuesdayfollow-up

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