SaaS Customer Onboarding Checklist
Get new accounts to first value fast and reduce early churn.
Send welcome and book kickoff
Within one business day of signature.
~15 min
Run the kickoff call
Goals, success metrics, timeline and stakeholders.
~45 min
Configure the account
Workspace, roles, branding and integrations.
~90 min
Import data
Validate a sample before the full import.
~60 min
Train the core users
Record the session and share the recording.
~60 min
Confirm first value milestone
Agreed activation event completed and evidenced.
~20 min
Handover to support and CS
Account notes, risks and renewal date recorded.
~20 min
Make customer onboarding repeatable
Use the checklist as a starting point for a shared onboarding process. Agree on responsibilities and completion criteria before rolling it out to your team.
LemPlates lets you build reusable templates and track checklist runs with your team. Bring your current process and team size to a demo discussion.
Useful next steps
- Client onboarding checklist — For service teams handing a new client from sales to delivery.
- Employee onboarding checklist — If you are onboarding a new hire rather than a customer.
- AI SOP generator — Write your onboarding process up as a full SOP.
Frequently asked questions
Run this checklist in Lemplates
Track every step, assign teammates, and ship faster.