Digital Taffy Onboard Rescue Checklist

Digital Taffy Onboard Rescue Checklist™

Fix Broken Onboarding Flows. Reduce Churn. Delight Every New Customer.

The Onboard Rescue Checklist™ is your go-to audit tool for diagnosing and fixing the hidden gaps in your customer onboarding experience. Whether you're a SaaS founder, digital product creator, online coach, or service provider — this premium checklist helps you identify exactly where new users drop off… and what to do about it.

Designed to stop churn before it starts, this strategic guide walks you through each phase of onboarding — from welcome emails to retention triggers — so you can improve activation rates, reduce early cancellations, and boost long-term customer loyalty.

What’s Inside:

• ✅ 5-Phase Onboarding Checklist — from first email to Week 4 follow-ups
• ✅ Fillable format for easy auditing and implementation
• ✅ Rescue Plan Matrix with pre-churn signals and recovery actions
• ✅ Coaching Notes and Pro Tips for every phase
• ✅ Onboarding Scorecard to benchmark your customer experience

Perfect for:

• SaaS platforms & digital product brands
• Coaches, consultants, and service-based businesses
• Teams looking to improve retention, activation, and customer success