Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the post-sale hand-off template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your customers. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

If you run a team that needs to onboard customers then the post-sale hand-off template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite customers to it and make sure all the tasks get done, on time.

First you'll invite customers to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your customers won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page checklist that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your customers to complete everything.