Customer Onboarding Checklist Document Template

Checklist to ensure all necessary steps are followed when onboarding a new customer.

Customer Onboarding Checklist

Purpose: This checklist ensures that all essential steps are completed when onboarding a new customer. Proper onboarding helps deliver a seamless and professional customer experience and sets the foundation for a successful relationship.

Customer Information

Customer Name	Email	Company	Onboarding Date
{customerName}	{email}	{company}	{onboardingDate}

Assigned Team Members

Role	Name	Email
{#teamMembers}{role}	{name}	{email}{/teamMembers}

Checklist

{#checklist}

{item}: {description}

{/checklist}

Customer Requirements

{#customerRequirements}

{requirement}

{/customerRequirements}

System Configuration Completed

{#systemConfigured}Yes - The system has been configured successfully.{/systemConfigured}

{^systemConfigured}No - System configuration is pending.{/systemConfigured}

Documents Provided

{#documents}

{documentName}

{/documents}

Training Schedule

Session	Date	Trainer
{#trainingSchedule}{session}	{date}	{trainer}{/trainingSchedule}

Additional Notes

{notes}

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