Is the customer onboarding checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Free project template

Customer onboarding checklist with every task dated from the day you start

From signed contract to a customer who uses the product weekly: kick-off, setup, training, the 30-day check.

3 sections
16 tasks
Opens as a list
Dated from day 1

Onboarding: [customer]

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Week 1

Welcome message with the plan and the datesDay 1High
Kick-off callDay 3, 10:00
- What does success look like in 90 days?
- Who uses it, who owns it
- Agree what "live" means
- Date the training
Account and users set upDay 4
Data imported and checked with themDay 6

Weeks 2 and 3

Training sessionDay 10, 14:00High
Follow-up with the answers to their questionsDay 11
LiveDay 15Urgent
First-week-live check-inDay 22

Days 30 to 90

30-day check: usage, blockers, one thing to fixDay 31High
60-day checkDay 61
90-day review against the success definitionDay 91High
Hand over to the account managerDay 92

About this template

Customers churn in the first ninety days when onboarding was a welcome email. This project is one customer's onboarding: kick-off, setup done with them, training for the people who will use it, and the check-ins that catch a stalled account.

Tips from the template

Name the project after the customer.
Define "live" with them in the kick-off.
Log usage in the 30-day check; if it is zero, that is the whole conversation.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Customer onboarding (software) and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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