Start using this Workflow
Customer Onboarding Checklist
Account Creation
Provide personal information (name, email, phone number)
Set up a secure password
Verify email address through a confirmation link
Agree to terms and conditions
Opt-in for newsletters and promotional emails (optional)
Profile Setup
Upload a profile picture
Add a shipping address
Add a billing address
Configure preferred payment method
Set communication preferences (email, SMS, etc.)
First Purchase Guidance
Browse product categories
Use search functionality to find specific products
Read product descriptions and reviews
Add items to the shopping cart
Proceed to checkout and complete the purchase
Post-Purchase Follow-Up
Send order confirmation email
Provide shipping and tracking information
Request feedback on the shopping experience
Offer customer support contact details
Suggest related products for future purchases
