SaaS Customer Onboarding Checklist

Get new accounts to first value fast and reduce early churn.

Checklist steps

  1. Send welcome and book kickoff

    Within one business day of signature.

  2. Run the kickoff call

    Goals, success metrics, timeline and stakeholders.

  3. Configure the account

    Workspace, roles, branding and integrations.

  4. Import data

    Validate a sample before the full import.

  5. Train the core users

    Record the session and share the recording.

  6. Confirm first value milestone

    Agreed activation event completed and evidenced.

  7. Handover to support and CS

    Account notes, risks and renewal date recorded.

Frequently asked questions

How long does this take?

Around 310 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.