What's in the template
Customer profile section. Name, industry, ARR, signed date, renewal date.
Stakeholder map. Customer-side roles (project owner, executive sponsor, end users).
Success criteria. Measurable outcomes defined in the kickoff.
Project plan. Milestones, owners, dates.
Risk register. Known risks and mitigation plans.
Communication norms. Meeting cadence, escalation paths.
Health score. Current state of onboarding progress.
How to use the template
Pre-populate during the sales-to-CS handoff.
Review and confirm in the kickoff call.
Update weekly during onboarding.
Reference in 30/60/90 day check-ins.
Archive at onboarding completion as a baseline for renewal conversations.
Template formats
Excel and Google Sheets. Self-serve.
Salesforce-native via Prolifiq CRUSH. Lives on the Account record, pre-populates from existing data.
PowerPoint for executive QBR presentation.
Why Salesforce-native is better
Excel templates go stale within 30 days.
Salesforce-native templates update automatically as Account and Opportunity data changes.
Cross-functional teams (CS, AE, SE) all see the same view.
Connects to renewal forecasting and expansion pipeline.
Frequently asked questions
What should be in a customer onboarding template?
Customer profile, stakeholder map, success criteria, project plan with milestones, risk register, communication norms, and health score.
Is Salesforce-native better than Excel for onboarding templates?
Yes. Excel templates go stale. Salesforce-native updates automatically and shares across the cross-functional team.
CTA
Use the Salesforce-native version for a template that updates itself. [Book a Demo]
