Checklist Customer Onboarding

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Customer Information

Customer Name: {{customer_name}}

Contact Person: {{contact_person}}

Contact Email: {{contact_email}}

Contact Phone: {{contact_phone}}

Company Registration Number: {{customer_registration_number}}

VAT Number (if applicable): {{customer_vat_number}}

Date of Onboarding: {{onboarding_date}}

Initial Welcome & Introduction

1. Send welcome email/pack: {{welcome_email_sent_date}}

2. Introduce Key Account Manager: {{account_manager_name}}

3. Schedule initial kick-off meeting: {{kick_off_meeting_date}}

4. Provide company overview and service/product brief: {{overview_provided}}

Account Setup & Access

1. Create customer account in CRM/system: {{crm_account_created}}

2. Set up user access and credentials: {{user_access_created}}

3. Provide access to customer portal/dashboard: {{portal_access_provided}}

4. Configure initial service/product settings: {{service_config_completed}}

Documentation & Agreements

1. Ensure signed service agreement/contract received: {{contract_signed}}

2. Confirm receipt of Terms & Conditions acceptance: {{T&Cs_accepted}}

3. Collect necessary regulatory documents (e.g., FICA, KYC): {{regulatory_docs_collected}}

4. File all documentation securely: {{docs_filed}}

Training & Support

1. Schedule product/service training session: {{training_scheduled_date}}

2. Provide user manuals and guidebooks: {{manuals_provided}}

3. Introduce support channels (phone, email, chat): {{support_channels_introduced}}

4. Confirm understanding of SLA/support terms: {{SLA_understood}}

Billing & Payments

1. Set up billing account and preferences: {{billing_setup_completed}}

2. Confirm payment method details: {{payment_method_confirmed}}

3. Issue first invoice (if applicable): {{first_invoice_issued_date}}

4. Explain billing cycle and payment terms: {{billing_terms_explained}}

Follow-up & Feedback

1. Schedule post-onboarding check-in: {{follow_up_date}}

2. Request initial feedback on onboarding process: {{feedback_requested}}

3. Address any immediate concerns or questions: {{concerns_addressed}}

4. Plan next steps for ongoing engagement: {{next_engagement_steps}}

Completion & Sign-off

This Customer Onboarding Checklist has been completed in full.

Onboarding Specialist Name: {{specialist_name}}

Date of Completion: {{completion_date}}

Signature: __________________________