Checklist Customer Onboarding

Company Letterhead

{{company_name}}

{{company_address}}

Phone: {{company_phone}}

Email: {{company_email}}

Website: {{company_website}}

Document Information

**Document Title:** Customer Onboarding Checklist

**Date Created:** {{date_created}}

**Version:** {{version_number}}

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

Customer Details

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

**Customer Contact Person:** {{contact_person_name}}

**Customer Contact Email:** {{contact_person_email}}

**Customer Contact Phone:** {{contact_person_phone}}

**Account Manager:** {{account_manager_name}}

Phase 1: Initial Setup & Welcome

**1.1 Welcome Communication:** Send welcome email/letter. (Date: {{date_welcome_email_sent}}, Sent By: {{sent_by_welcome_email}})

**1.2 Account Creation:** Create customer account in CRM/system. (System: {{crm_system}}, User ID: {{customer_user_id}}, Date: {{date_account_created}})

**1.3 Service Agreement:** Confirm signed service agreement/contract. (Agreement Ref: {{agreement_reference}}, Date Signed: {{date_agreement_signed}})

**1.4 Set up Billing:** Configure billing details and payment terms. (Payment Method: {{payment_method}}, Terms: {{payment_terms}}, Date: {{date_billing_setup}})

**1.5 Introduce Account Manager:** Schedule an introductory call/meeting. (Date: {{date_intro_call}}, Time: {{time_intro_call}})

Phase 2: Product/Service Configuration

**2.1 Requirements Gathering:** Conduct detailed requirements session with customer. (Date: {{date_requirements_session}}, Outcomes: {{requirements_outcomes}})

**2.2 System/Service Provisioning:** Set up specific products/services. (Details: {{service_provisioning_details}}, Date: {{date_service_provisioned}})

**2.3 Access Credentials:** Provide customer with access credentials. (Usernames: {{customer_usernames}}, Passwords Issued: {{passwords_issued_status}}, Date: {{date_credentials_issued}})

**2.4 Data Migration (if applicable):** Plan and execute data migration. (Migration Plan Ref: {{migration_plan_ref}}, Completion Date: {{date_data_migration_complete}})

Phase 3: Training & Support

**3.1 Training Schedule:** Plan and conduct initial user training sessions. (Date(s): {{training_dates}}, Trainer: {{trainer_name}}, Attendees: {{training_attendees}})

**3.2 Provide Documentation:** Share user manuals, FAQs, and support guides. (Links/Locations: {{documentation_links}})

**3.3 Support Channels:** Inform customer of available support channels and escalation matrix. (Support Email: {{support_email}}, Support Phone: {{support_phone}}, Escalation Contact: {{escalation_contact}})

**3.4 First Check-in:** Schedule a follow-up check-in after {{number_of_days}} days. (Date: {{date_first_checkin}})

Phase 4: Review & Handover

**4.1 Onboarding Completion Review:** Review all onboarding tasks with the customer. (Date: {{date_onboarding_review}})

**4.2 Feedback Collection:** Gather feedback on the onboarding process. (Feedback Received: {{onboarding_feedback_summary}})

**4.3 Internal Handoff:** Formally hand over customer to ongoing account management/support teams. (Handover Date: {{date_internal_handover}}, To: {{handover_recipient_team}})

**4.4 Welcome Pack/Gift (if applicable):** Send any final welcome materials. (Details: {{welcome_pack_details}})

Status & Sign-off

**Overall Onboarding Status:** {{overall_onboarding_status}} (e.g., Complete, In Progress, On Hold)

**Any Pending Actions:** {{pending_actions_summary}}

**Date Completed:** {{date_onboarding_completed}}

Signature Block

_____________________________

**Onboarding Specialist Name:** {{onboarding_specialist_name}}

**Date:** {{onboarding_specialist_signature_date}}

_____________________________

**Approving Manager Name:** {{approving_manager_name}}

**Date:** {{approving_manager_signature_date}}