Customer Onboarding Email Checklist — illustrative example

INPUT
Onboarding flow: welcome email after signup; user connects first source; no message explains the next task. Proposed message owner: onboarding lead.

RESULT
Checklist finding:
Milestone: first source connected.
Current message: none.
Gap: user has no instruction for the first useful task.
Proposed content: explain how to preview one import and inspect the mapping before approval.
Owner to confirm: onboarding lead.
Check before activation: send only to users who connected a source and have not completed that next task.

REVIEW
An onboarding communication audit should compare messages with real milestones. More emails do not fix an unclear activation path.

This is a teaching example, not a live execution record.