Customer onboarding checklist

A printable six-stage checklist that takes a new customer from signed agreement to their 90-day review.

A PDF checklist covering the handover from sales, the welcome, kick-off and set-up, delivering the first result, a 30-day review and a 90-day review. Each item shows who usually owns it. Print it per customer, or copy the steps into your CRM or project tool as a template.

Format: PDF · Version 1.0 · Updated 2026-11-06

How to use it

Use it for every new customer so nothing promised in the sale is forgotten, and refine it after each onboarding.

Preview

Before kick-off

Agreement filed
Sales handover
CRM and billing set up
Owner assigned

Welcome (day 0 to 2)

Personal welcome
"What happens next" timeline
Contacts and logins

Kick-off and set-up

Goals and success measures agreed
Information requested
Set-up tested
Training provided

First value

First result delivered
Check-in call
Issues resolved

30-day and 90-day reviews

Progress against success measures
Satisfaction score
Review or testimonial
Next opportunities

Download Customer onboarding checklist

Customer onboarding – The first weeks after a customer says yes decide whether they stay. A simple onboarding process sets expectations, delivers an early win and prevents the quiet cancellations that follow a messy start.
Customer experience – Customer experience is the sum of every interaction a customer has with your business. Learn to map the journey, find the moments that matter and fix the friction that quietly costs you repeat business.
Customer retention – Keeping the customers you already have is the cheapest growth available. Learn to measure churn, spot the customers about to leave and build the habits that keep them coming back.