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

1. Please complete each step in the order presented.

2. Check for completed tasks and leave the checkboxes blank for pending tasks.

3. Use the 'Notes' section to record any relevant details or dates.

4. This checklist will be updated regularly as you progress through the onboarding process.

5. 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]

Sales Templates @ Template.net