I’m starting a new very large project, consisting of on-boarding 300 retailers as new clients.
While I am recruiting for an Asana expert, I’d like to find an existing on-boarding template someone has used to create a series of 10-25 steps involved in the process from introduction to a new client, to the follow up thank you emails and everything in between. I am 100% visual learner, so seeing actual steps someone else used in a process and understanding which things are tasks vs other items will help me learn Asana, as well. Does not have to be template for on-boarding clients, it could be for on-boarding staffers or anything similar. TIA, Brian