Customer Onboarding Checklist
Make a customer onboarding checklist from sales handover to review, with an owner for each stage, as a shared Room your customer can follow.
- Free
- No sign-up to try
- Works as you type
6 stages, 27 steps
1. Sales handover
- Share the signed agreement, scope and success criteria
- Record the customer's goals in their words
- List the stakeholders: sponsor, admin, day-to-day users
- Note promises made during the sale
- Agree the target go-live date
2. Kickoff
- Send the kickoff invite and agenda
- Confirm goals and how success will be measured
- Walk through the onboarding plan and timeline
- Agree owners on both sides for each workstream
- Set the meeting rhythm and the main channel for questions
3. Setup
- Create accounts and set permissions
- Connect the integrations they need
- Import or migrate their data
- Configure settings, templates and workflows
- Test the setup with a real example
4. Training
- Run admin training
- Run end-user training by role
- Share recordings, guides and the help centre
- Check that each user has logged in
5. Go-live
- Confirm go-live readiness with the sponsor
- Switch on for real work
- Watch usage and errors in the first week
- Fix blockers within an agreed response time
6. Review
- Review results against the success criteria
- Collect feedback from the sponsor and users
- Hand over to account management or support
- Agree the next goals and a review date
Free, no sign-up to try. Your checklist becomes a Room you can edit, publish and share.
How it works
How the Customer Onboarding Checklist works
- 1
Pick the stages
Keep the stages you need and name an owner for each.
- 2
Add your own steps
Add steps specific to your team or product.
- 3
Share the checklist
Create a Room everyone ticks off together from one link.
Worked example
What it makes
1. Sales handover
Everything sales learned reaches the onboarding team.
- Share the signed agreement, scope and success criteria
- Record the customer's goals in their words
- List the stakeholders: sponsor, admin, day-to-day users
- Note promises made during the sale
- Agree the target go-live date
2. Kickoff
Both sides agree the plan, owners and dates.
- Send the kickoff invite and agenda
- Confirm goals and how success will be measured
- Walk through the onboarding plan and timeline
- Agree owners on both sides for each workstream
- Set the meeting rhythm and the main channel for questions
3. Setup
The product is configured for how they work.
- Create accounts and set permissions
- Connect the integrations they need
- Import or migrate their data
- Configure settings, templates and workflows
- Test the setup with a real example
4. Training
Every user knows how to do their part.
- Run admin training
- Run end-user training by role
- Share recordings, guides and the help centre
- Check that each user has logged in
5. Go-live
They use it for real work, with support close by.
- Confirm go-live readiness with the sponsor
- Switch on for real work
- Watch usage and errors in the first week
- Fix blockers within an agreed response time
6. Review
Check the result against the goals and plan what's next.
- Review results against the success criteria
- Collect feedback from the sponsor and users
- Hand over to account management or support
- Agree the next goals and a review date
Who it's for
Who uses it
Customer success
Run every onboarding the same way.
Account managers
Share progress with the customer in one link.
Founders
Write down your onboarding before you hire for it.
Good to know
What to consider
- The steps are a starting point: add the ones specific to your product.
- For a full onboarding portal with documents and an AI assistant, use the Customer Onboarding Generator.
Questions
About the Customer Onboarding Checklist
Can the customer tick off steps?
Yes. Share the Room and both sides see the same checklist.
How is this different from the Customer Onboarding Generator?
This makes the checklist from a reviewed step library. The generator builds a whole onboarding Room from your material with AI.
Where do the steps come from?
From a step library written and reviewed by people, not generated per visitor. Pick the stages you need, name an owner for each and add your own steps.
Make your checklist now
Free, no sign-up to try. It becomes a Room you can edit, publish and share.
Create my checklistRelated
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