Onboarding Checklist

​

Overview

Generate personalized onboarding packets using examples from your Knowledge Base, and personalized using information from a Deal.

Onboarding documents are typically created using the Customize Template workflow. This allows you to leverage AI-generated personalized content directly inside your .xlsx spreadsheets, .pptx presentations, or .docx documents.

​

Template Customization

​

Clickthrough Demo

​

How it Works

1. Create a Template: Upload an onboarding document as a Template in the Templates tab (or start from scratch). See more details in the Templates section. It’s helpful to use loop variables to dynamically generate multiple rows for action items.
2. Customize with Deal Context: Choose Customize a Template from a Deal’s Action Menu. Then choose the Onboarding Template you’d like to customize.
3. Draft: DealPage will automatically fill out the template using information from your Deal and your Template’s instructions. Review and edit the draft response as needed.
4. Finalize Response: Finalize the response and export it into the desired format such as Powerpoint, or PDF.

​

Tips

1. Provide examples and detailed instructions: The better the instructions in your Template, the more accurate the draft response will be.