Help new customers get value quickly with steps for account setup, product walkthroughs, key contact introductions, and success milestone tracking.
Our customer onboarding checklists play a key role in customer success. Get the onboarding right, and success should follow.
This checklist outlines the essential steps to smoothly transition new customers from the sales process to customer success. It covers internal team preparation, account creation, and the initial kickoff meeting.
Calendly / Book meeting
Complete form
This checklist guides customers through the technical setup, data migration, and system configuration required to successfully launch their new workspace.
Docusign / Sign template
Upload documents
A milestone-driven onboarding plan to transition a customer's team from technical setup to active product usage. This checklist ensures end-users are fully trained, monitors early account health, and verifies that key business objectives are being met.
Docusign / Sign template
Calendly / Book meeting
Complete form
This B2B SaaS onboarding / kick-off template will guide new users to success. It's repeatable and milestone focused, and perfect for more complex or hands-on SaaS onboarding scenarios. Reliably complete all the admin, setup, and education for each customer.
Calendly / Book meeting
HubSpot / Schedule meeting
Complete form
For onboarding checklists in the customer success category, there are some task actions that are often found in the onboarding templates we offer.
Onboarding is where the customer relationship is truly won or lost. A sale creates the opportunity; onboarding determines whether the customer ever realizes the value that was promised during that sale.
No matter how strong your product is, a customer who struggles to get set up, doesn't understand core features, or fails to achieve an early win is far more likely to disengage, raise support tickets, and ultimately churn.
Quality onboarding matters for several reasons:
A structured onboarding plan gets customers to their first meaningful outcome faster, which builds confidence and momentum in the relationship early on.
Onboarding is the right moment to align on goals, define what success looks like, and establish how the two teams will work together going forward.
Research consistently shows that customers who complete a structured onboarding process have significantly higher retention rates than those who are left to figure things out on their own. It creates expansion opportunities.
A customer who onboards well is more engaged, more informed, and far more receptive to conversations about additional features, seats, or services down the line.
A repeatable, checklist-driven onboarding process means your team can handle more customers without sacrificing quality, which is critical as the business grows.
Onboarding is not an administrative formality. It is the most important early investment a customer success team can make in the long-term health of a customer relationship.
For customer success, onboarding needs to be easy to use (particularly for customers), and it should plug into all the tools your business already uses.
Move from to-do to done by linking our onboarding plans to smart actions in other customer success apps.
Simply upload a logo and choose a primary color, and we'll do the rest. Even the emails we send for you are branded.
Make your customer success onboarding seamless with the rest of your brand.
We bridge the gap by syncing every customer success onboarding action back to your CRM timeline and custom fields. Works with contacts, deals, and tickets.
We'll send automatic nudges for overdue tasks and a helpful weekly summary to keep everyone focused on what's left to do.
The second a contract is signed, automatically launch a beautiful, branded workspace that guides your client through their onboarding.
Ensures every task gets done right, right on schedule.
We put your brand front and center of your onboarding page, emails, and everything else!