# Customer Onboarding Checklist, Free Source: https://nerix.ai/templates/customer-onboarding-checklist Take a new customer from signed deal to first results, with owners, dates and a clear definition of success. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/customer-onboarding-checklist) ### Customer onboarding checklist **Customer:** Harbour Street Grocers **Main contact:** Amira Khalil, Operations Manager **Our owner:** Tom Hale, Customer Success **Product:** Sales dashboard, Pro plan, 15 users **Starts:** 8 March 2027 **Target go-live:** 2 April 2027 ## Goals for the customer All 12 shops report sales every day by 30 April The weekly report takes under 10 minutes Three managers use the dashboard on their own ## 1. Before the kickoff - Signed order or contract received and filed - Billing set up and first invoice sent - Sales hands over notes: why they bought, promises made, risks - Customer account created and the owner named to the customer - Kickoff meeting booked ## 2. Kickoff meeting - Goals above agreed and written down - Roles on both sides confirmed - Dates agreed for set-up, training and go-live - How we will talk (email, chat, call) and how fast we answer ## 3. What we need from the customer Access to the sales system A list of users and roles One person to approve the set-up ## 4. Set-up - Accounts and users created with the right roles - Data or settings moved in and checked together - Connections to other systems working - Test run done and signed off by the customer ## 5. Training Two 1 hour video sessions for managers and a guide for staff - Guides and short videos shared - Questions from the sessions answered in writing ## 6. Go-live - Date confirmed and risks talked through - Support contact and urgent contact given - First week checked daily ## 7. First results and check-in **Check-in:** 30 days after go-live - Goals compared with real numbers - What went well and what was hard, asked of the customer - Extra help or training offered - Next review booked, and the customer handed to regular support ## More items | Item | Who | Done on | Note | | | | | | | | | | | | | | | | ## Sign-off Onboarding finished on: ______________ Customer: Amira Khalil, Operations Manager Signature: ______________________ Brightwater Analytics : Tom Hale, Customer Success Signature: ______________________ Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Sales and marketing ## What this template is for A customer onboarding checklist from signed deal to first success: kickoff, set-up, training, first results and a check-in. Fill it in online, then Word or PDF. It is free to fill in online, needs no account, and downloads as a Word document or a PDF. [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Sales and marketing ## What you fill in The form asks for 12 details. The document fills itself in as you type. - ### Your company For example: Brightwater Analytics - ### Customer For example: Harbour Street Grocers - ### Main contact at the customer For example: Amira Khalil, Operations Manager - ### Your onboarding owner For example: Tom Hale, Customer Success - ### What they bought For example: Sales dashboard, Pro plan, 15 users - ### Onboarding starts For example: 8 March 2027 - ### Target go-live date For example: 2 April 2027 - ### What success looks like The customer's own measures, one per line. This is what you check against at the end. For example: All 12 shops report sales every day by 30 April The weekly report takes under 10 minutes Three managers use the dashboard on their own - ### What we need from the customer (optional) optional One item per line. For example: Access to the sales system A list of users and roles One person to approve the set-up - ### Training planned (optional) optional For example: Two 1 hour video sessions for managers and a guide for staff - ### First check-in date (optional) optional For example: 30 days after go-live - ### More items optional Extra items, one row for each. Sales and marketing ## What is inside The parts of this document, in order. - 1 Goals for the customer - 2 1. Before the kickoff - 3 2. Kickoff meeting - 4 3. What we need from the customer - 5 4. Set-up - 6 5. Training - 7 6. Go-live - 8 7. First results and check-in - 9 More items - 10 Sign-off Templates ## How it works - 01 ### Fill in Type your details in the form. The document fills itself in as you type; click any gap to jump to its field. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=customer-onboarding-checklist) ### Was this template helpful? Sales and marketing ## Questions people ask ### What details does this template ask for? The form asks for 12 details, starting with Your company, Customer, Main contact at the customer, Your onboarding owner, What they bought. 4 more are optional. ### Can I download this template as Word or PDF? Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account. ### Is what I type sent anywhere? No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat. ### Are these marketing templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do I need a customer's permission for a case study? Yes. Get the customer's written approval of the text, the quotes and any logo before you publish. The case study template has a field for it. ### Can nerix improve the wording? Yes. Open the template in the nerix chat and ask for a shorter, warmer or more formal version, then check every fact before you publish. Templates ## More in Sales and marketing - [Brand guidelines summary Put your brand rules on one page: voice, logo, colours, fonts, images and what not to do. 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Sales and marketing](https://nerix.ai/templates/customer-churn-review) [See all Sales and marketing templates](https://nerix.ai/templates/sales-marketing) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Long documents](https://nerix.ai/product/long-documents) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Sales and marketing](https://nerix.ai/templates/sales-marketing)