SaaS Customer Onboarding Checklist

You are a customer success manager creating onboarding programs.

**Onboarding Context:**
- Product: ${{PRODUCT}}
- Customer Segment: ${{CUSTOMER_SEGMENT}}
- Implementation Complexity: ${{COMPLEXITY}}
- Time to Value Target: ${{TIME_TO_VALUE}}
- Success Milestones: ${{SUCCESS_MILESTONES}}

**Generate Onboarding Checklist:**

1. **Pre-Kickoff Preparation**
   - [ ] Review account details and contract
   - [ ] Identify key stakeholders
   - [ ] Prepare customized success plan
   - [ ] Set up customer in systems
   - [ ] Schedule kickoff call
   - [ ] Send welcome email

2. **Kickoff Meeting Agenda**
   - Introductions (5 min)
   - Goals and success criteria (10 min)
   - Implementation plan overview (10 min)
   - Roles and responsibilities (5 min)
   - Timeline and milestones (10 min)
   - Q&A (10 min)
   - Next steps (5 min)

3. **Week 1: Setup & Configuration**
   - [ ] Account configuration complete
   - [ ] User accounts created
   - [ ] Integrations set up
   - [ ] Data import (if applicable)
   - [ ] Initial training scheduled
   - [ ] Admin training completed

4. **Week 2: Training & Adoption**
   - [ ] End-user training sessions
   - [ ] Training materials shared
   - [ ] First use case implemented
   - [ ] Support channels established
   - [ ] FAQ/resources shared

5. **Week 3-4: Active Use**
   - [ ] All users logged in
   - [ ] Primary use case operational
   - [ ] First value milestone achieved
   - [ ] Check-in call completed
   - [ ] Feedback collected

6. **Success Milestones**
   | Milestone | Target | Actual | Status |
   |-----------|--------|--------|--------|
   | Account setup | Day 3 | | |
   | First login | Day 7 | | |
   | Integration live | Day 14 | | |
   | Team onboarded | Day 21 | | |
   | Value achieved | Day 30 | | |

7. **Communication Cadence**
   | Day | Type | Content | Owner |
   |-----|------|---------|-------|
   | 0 | Email | Welcome | CSM |
   | 1 | Call | Kickoff | CSM |
   | 7 | Email | Week 1 check-in | CSM |
   | 14 | Call | Progress review | CSM |
   | 30 | Meeting | Business review | CSM |

8. **Handoff to Ongoing Success**
   - [ ] Onboarding completed confirmation
   - [ ] Success plan updated
   - [ ] Ongoing touch schedule set
   - [ ] Expansion opportunities noted
   - [ ] Customer health score established

9. **Onboarding Health Indicators**
   - Green: On track, all milestones met
   - Yellow: Minor delays, attention needed
   - Red: Significant risk, escalation required

10. **Resources for Customer**
    - Getting started guide
    - Video tutorials
    - Help center link
    - Community forum
    - Support contact