Pre-onboarding (within 24 hours of signature)
Send welcome email.
Schedule kickoff call.
Send implementation packet.
Internal handoff: sales to CS.
Kickoff call (within 7 days)
Confirm success criteria.
Confirm timeline.
Set communication norms.
Schedule training sessions.
Send signed project plan.
Implementation phase
Technical setup complete.
Data migration validated.
Integrations configured.
UAT signed off.
Training phase
Admin training complete.
End-user training scheduled.
Certification for power users.
Recorded sessions delivered.
First value milestone
Milestone defined and confirmed.
Customer formally celebrated.
First-value email sent.
30/60/90 day check-ins
30-day: adoption health check.
60-day: expansion conversation.
90-day: onboarding completion.
Frequently asked questions
What should be in a customer onboarding checklist?
Pre-onboarding tasks, kickoff call agenda, implementation milestones, training delivery, first-value milestone definition, and 30/60/90 day check-ins.
CTA
Use the Salesforce-native version of this checklist for cross-functional visibility. [Book a Demo]
