Onboarding Guide SOP
I made this onboarding SOP from Clay's course. Its been sitting in my computer and haven't used it in a while so thought of sharing it here for beginners who may find it useful. What's missing are details about CRM connector, Zapier, A2P, but the rest is pretty much what got me through when I was starting. Make a copy first to edit. https://docs.google.com/document/d/1uHCNL1pBi6kEr6oOziZ3Suf_QirLV_IRZ-7NRTAaDP0/edit?usp=sharing/copy
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Kathy Miller
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Onboarding Guide SOP
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