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Customer Onboarding Plan One-Pager

The first 30 days for a new customer, step by step, with owners.

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What’s on It

  • PhasesThe 30 Days
  • Checklist of next stepsSet-Up Checklist
  • Checklist of next stepsGo-Live Checklist
  • Progress ringsProgress to Live
  • Bar chartTarget: Seats in Use by Week (%)

Sample One-Pager. Company and figures are made up.

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Onboarding Plan: Atlas Logistics
Your first 30 days with us
The 30 Days
Days 1-3
Kick-off
Goals and contacts
Days 4-10
Set-up
Accounts and data
Days 11-20
Training
Two team sessions
Days 21-30
Go live
Check and review
Set-Up Checklist
Kick-off call booked
Admin accounts made
Data import tested
SSO switched on
Go-Live Checklist
Team training, session 1 of 2
Reports set up
Go-live check
30-day review
Progress to Live
100%
Kick-off
75%
Set-up
50%
Training
0%
Go live
Target: Seats in Use by Week (%)
10265579Wk 1Wk 2Wk 3Wk 4

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