Checklist Customer Onboarding

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Checklist Customer Onboarding

Checklist Customer Onboarding

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Document Information

**Document Title**: Customer Onboarding Checklist

**Date Created**: {{creation_date}}

**Version**: {{version_number}}

**Prepared By**: {{preparer_name}}

Customer Details

**Customer Name**: {{customer_name}}

**Contact Person**: {{contact_person}}

**Contact Email**: {{contact_email}}

**Contact Phone**: {{contact_phone}}

**Company Registration Number (if applicable)**: {{company_reg_number}}

**Billing Address**: {{billing_address}}

**Service Address (if different)**: {{service_address}}

Pre-Onboarding Steps (Internal)

**[ ]** Sales Handoff Documentation Received and Reviewed (Date: {{sales_handoff_date}})

**[ ]** Customer Account Created in CRM System (CRM ID: {{crm_id}})

**[ ]** Relevant Internal Teams Notified (e.g., Support, Finance, Technical) (Date: {{internal_notification_date}})

**[ ]** Initial Service/Product Configuration Requirements Gathered and Documented (Date: {{config_requirements_date}})

Welcome and Initial Communication

**[ ]** Welcome Email Sent (Date: {{welcome_email_date}})

**[ ]** Initial Onboarding Call Scheduled/Completed (Date: {{onboarding_call_date}}, Attendees: {{onboarding_call_attendees}})

**[ ]** Introduction to Key Account Manager/Point of Contact (Name: {{account_manager_name}}, Contact: {{account_manager_contact}})

**[ ]** Provided Access to Customer Portal/Relevant Systems (Login Details Sent: {{portal_login_date}})

Agreement and Documentation

**[ ]** Signed Service Agreement/Contract Received (Date: {{contract_receipt_date}})

**[ ]** Terms and Conditions Acknowledged (Date: {{terms_ack_date}})

**[ ]** Non-Disclosure Agreement (NDA) Signed (if applicable) (Date: {{nda_sign_date}})

**[ ]** Payment Details Confirmed and Setup (Date: {{payment_setup_date}})

Service/Product Setup and Configuration

**[ ]** Service/Product Provisioned and Activated (Date: {{service_activation_date}})

**[ ]** User Accounts Created and Permissions Set (Date: {{user_account_creation_date}})

**[ ]** Data Migration (if applicable) Completed (Date: {{data_migration_date}})

**[ ]** Initial Training/Walkthrough Provided (Date: {{training_date}}, Trainer: {{trainer_name}})

Post-Onboarding Follow-up

**[ ]** First Follow-up Call/Email ({{follow_up_1_date}})

**[ ]** Second Follow-up Call/Email ({{follow_up_2_date}})

**[ ]** Customer Feedback Survey Sent (Date: {{feedback_survey_date}})

**[ ]** Handover to Regular Account Management/Support (Date: {{handover_date}})

Notes and Additional Information

{{additional_notes}}

Signatures

___________________________

**Onboarding Specialist Name**: {{specialist_name}}

**Date**: {{signature_date}}

___________________________

**Customer Representative Name**: {{customer_rep_name}}

**Date**: {{customer_signature_date}}