--- title: "Customer onboarding" description: "Best for activating one newly contracted customer from sales handoff through an agreed onboarding-complete decision." canonical: "https://ganttfather.com/templates/customer-onboarding/" locale: "en" category: "product" --- # Customer onboarding [Sales & customer success](https://ganttfather.com/templates/#sales-customer-success) Project timeline template # 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. [Use the Customer onboarding template free](https://app.ganttfather.com/projects/new?template=customer-onboarding&entry=template-library) 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 preview Milestone Week 1 Week 2 Week 3 Week 4 1 Day 2 Day 3 Day 4 Day 5 Day 6 Day 7 Day 8 Day 9 Day 10 Day 11 Day 12 Day 13 Day 14 Day 15 Day 16 Day 17 Day 18 Day 19 Day 20 Day Confirm sales handoff Create onboarding success plan Configure customer workspace Deliver administrator enablement Run first-use adoption check Hold onboarding progress review Confirm onboarding success criteria Relative days show the order for Customer onboarding; set one real start date after creation. 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. Related templates ## Related templates [Templates →](https://ganttfather.com/templates/) [Sales & customer success 22 working days Customer implementation Best for configuring and deploying one purchased solution through customer acceptance and transition to steady-state support.](https://ganttfather.com/templates/customer-implementation/)[Sales & customer success 16 working days RFP response Best for producing one compliant request-for-proposal response through qualification, drafting, approval, and submission.](https://ganttfather.com/templates/rfp-response/) ![](https://ganttfather.com/logo.png) ## Use the Customer onboarding template free Keep the Customer onboarding scope, owners, and progress aligned before commitments move forward. [Use the Customer onboarding template free](https://app.ganttfather.com/projects/new?template=customer-onboarding&entry=template-library) Put Confirm sales handoff and Onboarding complete on one agreed path.