Templates / Onboarding checklists
Standard Agency Onboarding
The default checklist auto-assigned to every new SaaS and agency client.
Pro tip
Drag and drop tasks to reorder the timeline. Changes are saved automatically as a draft until published.
Checklist tasks
Client Kickoff Meeting
Account ManagerSchedule a 60-minute video call to introduce the project team and align on KPIs.
CRM Seat Provisioning
IT OperationsCreate user accounts for the client team and set permissions based on the seat plan.
Brand Asset Collection
Creative LeadRequest logos, style guides, and font files from the client's marketing department.
Data Integration Setup
Solutions EngineerConnect source systems and validate the first data sync against the client's schema.
SSO & Security Review
IT OperationsConfigure single sign-on and walk the client's security team through access controls.
Custom Workflow Configuration
Solutions EngineerSet up pipeline stages, automations, and notification rules to match the client's process.
Admin User Training
Customer SuccessRun a live walkthrough of admin settings, reporting, and user management for the client's leads.
End-User Training Session
Customer SuccessHost a training session for the broader client team covering day-to-day usage.
Data Quality Audit
Solutions EngineerSpot-check migrated records for completeness and flag anomalies before go-live.
Final Review & Handoff
Client SuccessInternal meeting to confirm all onboarding steps are verified before going live.