Customer onboarding
Best for activating one newly contracted customer from sales handoff through an agreed onboarding-complete decision.
Best for activating one newly contracted customer from sales handoff through an agreed onboarding-complete decision.
Put Confirm sales handoff and Onboarding complete on one agreed path.
Customer onboarding: make the handoff from Confirm sales handoff to Onboarding complete visible.
Customer onboarding
Use this Customer onboarding template to make the path from Confirm sales handoff to Onboarding complete visible. The schedule gives the team a shared sequence and keeps Onboarding plan approved, Customer enabled, Onboarding complete easy to find.
Customer onboarding: make the handoff from Confirm sales handoff to Onboarding complete visible.
Best for activating one newly contracted customer from sales handoff through an agreed onboarding-complete decision.
Welcome & align
Confirm sales handoff ? Create onboarding success plan ? Onboarding plan approved
Configure & enable
Configure customer workspace ? Deliver administrator enablement ? Run first-use adoption check ? Customer enabled
Handoff & adoption
Hold onboarding progress review ? Confirm onboarding success criteria ? Transition to customer success ? Onboarding complete
Included schedule
14 rows, 9 links, already sequenced.
Explore the schedule to connect Confirm sales handoff and Onboarding complete.
Read-only shared Gantt preview. Focus a bar and press Enter to inspect it.
Schedule details
Complete schedule table
Put Confirm sales handoff and Onboarding complete on one agreed path.
| Work item | Type | Schedule | Duration | Depends on |
|---|---|---|---|---|
| Welcome & align | Phase | Days 1–6 | Derived rollup | — |
| Confirm sales handoff | Task | Days 1–2 | 2 working days | — |
| Create onboarding success plan | Task | Days 3–5 | 3 working days | Confirm sales handoff |
| Onboarding plan approved | Milestone | Day 6 | Milestone | Create onboarding success plan |
| Configure & enable | Phase | Days 7–14 | Derived rollup | — |
| Configure customer workspace | Task | Days 7–10 | 4 working days | — |
| Deliver administrator enablement | Task | Days 11–13 | 3 working days | Configure customer workspace |
| Run first-use adoption check | Task | Days 12–13 | 2 working days | Configure customer workspace |
| Customer enabled | Milestone | Day 14 | Milestone | Deliver administrator enablement, Run first-use adoption check |
| Handoff & adoption | Phase | Days 15–20 | Derived rollup | — |
| Hold onboarding progress review | Task | Days 15–16 | 2 working days | — |
| Confirm onboarding success criteria | Task | Days 17–18 | 2 working days | Hold onboarding progress review |
| Transition to customer success | Task | Day 19 | 1 working day | Confirm onboarding success criteria |
| Onboarding complete | Milestone | Day 20 | Milestone | Transition to customer success |
Who it helps
- Teams responsible for Customer onboarding
- Leaders who need explicit ownership, decisions, and timing across customer-facing work
What is included
- Welcome & align: Confirm sales handoff, Create onboarding success plan, Onboarding plan approved.
- Configure & enable: Configure customer workspace, Deliver administrator enablement, Run first-use adoption check, Customer enabled.
- Handoff & adoption: Hold onboarding progress review, Confirm onboarding success criteria, Transition to customer success, Onboarding complete.
Adapt after creation
- Add protected details such as Customer credentials, Live customer data, Contract pricing, Support ticket history.
- Replace relative working days with the real project start date.
- Assign one accountable owner to each handoff and approval.
How to use this template
Customer onboarding: make the handoff from Confirm sales handoff to Onboarding complete visible.
- 1
Welcome & align
Sequence Confirm sales handoff, Create onboarding success plan, Onboarding plan approved so the next handoff is clear.
- 2
Configure & enable
Sequence Configure customer workspace, Deliver administrator enablement, Run first-use adoption check, Customer enabled so the next handoff is clear.
- 3
Handoff & adoption
Sequence Hold onboarding progress review, Confirm onboarding success criteria, Transition to customer success, Onboarding complete so the next handoff is clear.
Not included
Planning aid
This public planning aid contains no confidential customer, contract, or production material. Add Customer credentials, Live customer data, Contract pricing, Support ticket history only inside your secured project.
- Contract pricing
- Customer credentials
- Live customer data
- Support ticket history
Template FAQ
Good to know
What does the Customer onboarding template include?
It sequences Welcome & align, Configure & enable, Handoff & adoption around named work, dependencies, and decision points.
Who should use this Customer onboarding plan?
It supports teams responsible for customer onboarding that need a finite and visible delivery boundary.
How should the schedule be adapted?
Set real dates and owners after creation, then add protected details such as Customer credentials, Live customer data, Contract pricing, Support ticket history.
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Use the Customer onboarding template free
Keep the Customer onboarding scope, owners, and progress aligned before commitments move forward.
Use the Customer onboarding template freePut Confirm sales handoff and Onboarding complete on one agreed path.