Creating an Engagement Checklist for Ongoing Customer Support

Develop a checklist of engagement activities to ensure regular communication and support for customers post-onboarding.

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Prompt Content

Act as a customer success strategist and create a detailed engagement checklist for post-onboarding customer support. The checklist should include various activities to maintain regular communication and provide ongoing support to customers. Consider elements such as personalized check-ins, feedback loops, educational resources, and proactive issue resolution. Ensure each activity includes a specific goal, suggested frequency, and ideal communication channel. Tailor the checklist for a [specific industry or type of business] and focus on enhancing customer satisfaction and retention.

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# Post-Onboarding Customer Engagement Checklist for SaaS Products

## 1. **Personalized Check-Ins**
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