Customer Onboarding

What is a customer onboarding?

The process of guiding new customers through the initial stages of using a product or service to achieve their desired outcomes.

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Issue Template

Here is a ready-to-use issue template for Jira. Simply copy-paste the following in your Jira Issue creation window. If you encounter styling issue, we advise you to paste it first into a notepad and copy-paste again from there.

Preview

Description
A detailed description of the customer onboarding task, including the process of welcoming, educating, and supporting new customers.

Onboarding Steps
A list of key steps in the onboarding process.

  • Step 1
  • Step 2
  • Step 3


Due Date
The date by which the customer onboarding tasks must be completed.

Customer Information
Relevant professional information about the new customer, including contact details, company name, and industry.

  • Name
  • Company Name
  • Industry
  • Contact Details


Onboarding Materials
A list of onboarding materials, such as guides, training videos, and checklists, that should be provided to the new customer.

  • Material #1
  • Material #2
  • Material #3


Training and Support
A plan for providing training and support to the new customer, including any scheduled webinars, calls, or in-person meetings.

  • Training Session #1
  • Training Session #2
  • Support Resources


Account Setup
A list of tasks to be completed for setting up the customer's account, such as creating logins, configuring settings, and importing data.

  • Task #1
  • Task #2
  • Task #3


Key Milestones
A list of key milestones in the onboarding process, including their due dates and completion status.

  • Milestone #1
  • Milestone #2
  • Milestone #3


Feedback and Follow-up
A plan for gathering feedback from the customer during the onboarding process and following up on any issues or concerns.

  • Feedback Collection Method
  • Follow-up Schedule


Stakeholders
A list of key stakeholders involved in the customer onboarding process, including their names, roles, and departments.

  • Stakeholder #1
  • Stakeholder #2
  • Stakeholder #3


Additional Information
Any additional information or notes about the customer onboarding task.

Wiki format

**Description**
A detailed description of the customer onboarding task, including the process of welcoming, educating, and supporting new customers.

**Onboarding Steps**
A list of key steps in the onboarding process.
* Step 1
* Step 2
* Step 3

**Due Date**
The date by which the customer onboarding tasks must be completed.

**Customer Information**
Relevant professional information about the new customer, including contact details, company name, and industry.
* Name
* Company Name
* Industry
* Contact Details

**Onboarding Materials**
A list of onboarding materials, such as guides, training videos, and checklists, that should be provided to the new customer.
* Material #1
* Material #2
* Material #3

**Training and Support**
A plan for providing training and support to the new customer, including any scheduled webinars, calls, or in-person meetings.
* Training Session #1
* Training Session #2
* Support Resources

**Account Setup**
A list of tasks to be completed for setting up the customer's account, such as creating logins, configuring settings, and importing data.
* Task #1
* Task #2
* Task #3

**Key Milestones**
A list of key milestones in the onboarding process, including their due dates and completion status.
* Milestone #1
* Milestone #2
* Milestone #3

**Feedback and Follow-up**
A plan for gathering feedback from the customer during the onboarding process and following up on any issues or concerns.
* Feedback Collection Method
* Follow-up Schedule

**Stakeholders**
A list of key stakeholders involved in the customer onboarding process, including their names, roles, and departments.
* Stakeholder #1
* Stakeholder #2
* Stakeholder #3

**Additional Information**
Any additional information or notes about the customer onboarding task.

In the world of Customer Success, customer onboarding is a critical process that sets the tone for a new customer's experience with an organization. Effective onboarding helps to ensure that new customers feel welcome, supported, and prepared to make the most of the products or services they have purchased.

A "Customer Onboarding" template is a pre-defined format for managing the onboarding process. It typically includes fields for the customer's name and contact information, the start date, the onboarding plan, the training and support resources, and other relevant details. By using a standardized template, organizations can ensure that all customer onboarding processes are documented in a consistent and organized manner, which makes it easier to track, prioritize, and address them.

On our side, we offer a variety of Jira templates to choose from, each tailored to best suits a department's needs.

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