Customer Onboarding Process
Step-by-step guide for onboarding new customers and ensuring a smooth start to your relationship.
Your Progress
0 of 6 steps completedStep-by-Step Instructions
1 Step 1: Send Welcome Email and Setup Information
Step 1: Send Welcome Email and Setup Information
Immediately send personalized welcome message with account details, next steps, and key contact information.
Customer Onboarding Email Templates
Professional email templates for client onboarding
Email Marketing Platform Subscription
Automated onboarding email sequences (Mailchimp/ActiveCampaign)
2 Step 2: Schedule Kickoff Call or Meeting
Step 2: Schedule Kickoff Call or Meeting
Arrange initial onboarding call to review goals, expectations, timeline, and answer questions.
Calendly Professional Plan
Automated scheduling tool for client meetings
Zoom Professional License
Video conferencing for client onboarding calls
3 Step 3: Collect Required Information and Documents
Step 3: Collect Required Information and Documents
Gather all necessary forms, contracts, access credentials, and client-specific details needed to begin.
Client Information Form Templates
Customizable intake forms and questionnaires
Secure Document Sharing Service
Encrypted file sharing platform (DocSend/ShareFile)
4 Step 4: Provide Training and Resources
Step 4: Provide Training and Resources
Share tutorials, documentation, video guides, or conduct training sessions on using your product/service.
Loom Pro Subscription
Screen recording tool for creating training videos
Knowledge Base Software
Platform for hosting help documentation (Notion/Confluence)
5 Step 5: Assign Dedicated Point of Contact
Step 5: Assign Dedicated Point of Contact
Introduce the account manager or support contact who will be their primary resource going forward.
6 Step 6: Check In and Gather Feedback
Step 6: Check In and Gather Feedback
Follow up after first week, first month to ensure satisfaction, address issues, and optimize experience.
Customer Feedback Survey Tool
Professional survey platform (Typeform/SurveyMonkey)