Welcome & Onboarding: Migration Checklist

Hi {{first_name}},

To make migration smooth, follow this checklist: {{checklist_link}}.

It covers data mapping, validation steps, and go-live sequencing.

Recommended next steps:
1) Complete {{first_action}}.
2) Invite one teammate.
3) Reply with your main goal so we can guide your setup.

To help your team get value quickly, I can share a first-week checklist with setup priorities and common pitfalls to avoid.

If you send your primary goal, I will tailor the checklist to your exact use case.