{"product_id":"new-customer-onboarding-checklist","title":"New-Customer Onboarding Checklist","description":"\u003cp\u003eA practical onboarding checklist so first-time HVAC\/plumbing\/roofing customers know arrival windows, access, pets, payment, and warranty basics — fewer surprises, fewer angry day-of calls. DIY digital download from Studio North.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eHVAC, plumbing, and roofing teams\u003c\/li\u003e\n\u003cli\u003eOwners or office managers who prefer async DIY over agency retainers\u003c\/li\u003e\n\u003cli\u003ePeople happy to customize templates and install without a sales call\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's inside\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eChecklist — CSR + office onboarding steps\u003c\/li\u003e\n\u003cli\u003eCustomer email sms — welcome messages\u003c\/li\u003e\n\u003cli\u003eDay of card — what to expect one-pager outline\u003c\/li\u003e\n\u003cli\u003eHow-to guide — install in your CRM\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003c\/p\u003e\n\u003col\u003e\n\u003cli\u003eCopy `checklist.md` into a CRM workflow or Sheet\u003c\/li\u003e\n\u003cli\u003eCustomize welcome SMS\/email\u003c\/li\u003e\n\u003cli\u003eAttach “what to expect” PDF\/outline to confirmations\u003c\/li\u003e\n\u003cli\u003eTest on the next new customer\u003c\/li\u003e\n\u003c\/ol\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's not for\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eAnyone wanting live setup, Zoom training, or Studio North to log into their tools. Consent-based contacts only; honor STOP on every SMS. Practical CSR notes only — not legal advice. We don't guarantee leads, bookings, revenue, or reviews.\u003c\/p\u003e\n\u003cp\u003e7-day clarity refund: if it isn't clear enough to start within 7 days, email hello@getstudionorth.com. Clarity, not results — we don't guarantee leads, bookings, revenue, or reviews.\u003c\/p\u003e","brand":"Studio North","offers":[{"title":"Default Title","offer_id":67576881348856,"sku":null,"price":57.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0856\/7380\/4024\/files\/new-customer-onboarding-checklist_2da9c454-5b1f-4b5c-a83e-36b6d3563bb6.png?v=1791290148","url":"https:\/\/getstudionorth.com\/products\/new-customer-onboarding-checklist","provider":"Studio North","version":"1.0","type":"link"}