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Customer Onboarding Plan Template

Prepared by: [Your Company]


Hi Team πŸ‘‹ this is a short guide highlighting some key 'getting started' resources.

As we move forward with onboarding, this page will continue to get built out.

If you have any questions, please let me know! You can also always reach our support team using the ℹ️ icon in the bottom right corner of your account.

Best wishes.

[Your Name], [Your Role]

[Email]

Onboarding Objectives

By the end of onboarding, your team will be able to:

1 ⎯

[Use the platform confidently across departments]

2 ⎯

[Customize and launch your first live project/workflow]

3 ⎯

[Track and analyze key metrics]

Let us know if you'd like to refine or add to these goals.

Timeline & Key Milestones 🎯

Week

Milestone

Owner

Notes

1

Kickoff & Admin Setup

[Your Team]

Platform access + alignment


2

User Training: General Users

[Client Team]

45-min session

3

Admin & Advanced Features Training

[Client + Us]

Deep dive into admin tools

4

First Workflow Live

[Client Team]

Soft launch & feedback

Below is a summary of our onboarding journey and video recordings of our training sessions ✍️

Training Summary

  • Completed kick-off call
  • Completed Admin Training
  • Completed Team Training
  • Final onboarding guide delivered

Your Team's Tools for Admins

Account Setup - Getting Started.

Roles & Responsibilities πŸ“‹

Role

Name

Responsibility

Onboarding Manager

[Name Surname]

Project lead, training coordination

Client Admin

[Name] Surname

Internal setup and access

Executive Sponsor

[Name Surname]

Oversight and internal alignment

Success Partner

[Your Team Lead]

Platform setup & strategic guidance

Rollout Tips & Best Practices πŸš€

Rolling out new tools is easier when teams feel informed and included. Here are a few tips:

πŸ’¬

Communicate Early

Let teams know what’s coming and why.

🧠

Use Champions

Identify early adopters to lead by example.

🎯

Tie to Goals

Connect new workflows to business KPIs.

πŸ“’


Share Wins

Celebrate quick wins during rollout.

Need a slide deck or email template?
​πŸ’Œ Just ask

Ongoing Support

Here’s how you can reach us if you need help:

  • Email Support: [support@company.com]
  • Book a Call: [link to scheduler]
  • Knowledge Base: [link.com]

Issue Severity

Response Time

Resolution Time

Critical

1 hour

4 hours

High

4 hours

1 business day

Medium

1 business day

2–3 days

Low

2 business days

As available

Have questions?
​Schedule a chat below with us πŸ—“οΈ

Ready to get started?

If you need help with your account during your training period, reach out to me at help@company.com πŸ“©