Free Post-Sale Customer Onboarding Checklist Template
Post-Sale Customer Onboarding Checklist
Date: [Month Day, Year]
Welcome to the [Your Company Name] family! We are committed to ensuring a smooth transition for you as our newest valued customer. This checklist is designed to guide you through each step of the post-sale onboarding process. If you have any questions or require further assistance, please reach out to [Your Name] at [Your Email ] or call [Your Number].
|
Onboarding Step |
Details |
Completed |
Notes |
|
Account Creation |
Set up your customer account on [Your Company Website] |
|
Welcome email sent with account details. |
|
Welcome Call Scheduled |
A call to introduce our services and resources |
|
Scheduled for [MM-DD-YYYY]. |
|
Product/Service Orientation |
The overview provided of purchased products/services |
|
Awaiting customer availability. |
|
Access to Support Resources |
Provide access to helpdesk, FAQs, and user guides |
|
Credentials sent via email. |
|
Training Sessions |
In-depth training on product/service usage |
|
To be completed by [MM-DD-YYYY]. |
|
Setup and Installation |
Assistance with initial setup/installation |
|
The setup was completed on [MM-DD-YYYY]. |
|
Review of Additional Resources |
Additional resources like forums, webinars, community |
|
Links to be sent post welcome call. |
|
Follow-Up Check-in |
First follow-up to ensure satisfaction with onboarding |
|
Follow-up scheduled for [MM-DD-YYYY]. |
|
Feedback Collection |
Collect initial feedback on the onboarding experience |
|
Feedback form to be sent after follow-up. |
|
Onboarding Completion Confirmation |
Confirm customer is fully onboarded and satisfied |
|
To be confirmed post-feedback collection. |
Instructions
-
Please complete each step in the order presented.
-
Check for completed tasks and leave the checkboxes blank for pending tasks.
-
Use the 'Notes' section to record any relevant details or dates.
-
This checklist will be updated regularly as you progress through the onboarding process.
-
Keep this checklist for your records and refer to it at each onboarding stage.
This checklist ensures we can provide you with all the necessary tools and knowledge to make the most of our services. We look forward to a successful partnership with you!
Prepared by:
[Your Name]
[Your Job Title]
