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To make an onboarding checklist in Excel, start by brainstorming a list of all the tasks you need to complete for each new hire. Organize these tasks by the phase of the onboarding process and put them in a logical order. Next, compile any resources and tools you need to complete the tasks in your onboarding checklist.

These best practices are based on years and years of research, consulting, and observation of onboarding. You can check that out right here: Onboarding New Employees: Maximizing Success. These have since evolved into the 5 ?C's? of Onboarding: Compliance, Clarification, Confidence, Connection, and Culture.

A 6-Step New Customer Onboarding Checklist to Use on Calls Record the customer's information. ... Research the customer and their company. ... Ask all the right questions. ... Created a custom checklist for the customer. ... Offer proactive and reactive support. ... Check in regularly. ... Measure metrics and optimize the onboarding process.

These include: A welcome message greets the user with a short, friendly message that acquaints them with the product. Product tours explain the product features most important to each user. Progress bars indicate how long the onboarding experience takes, so users know how long they'll need to commit.

6 Steps to Onboard a New Client Schedule an Onboarding Meeting. If possible, hold a client onboarding meeting with a new client in-person. ... Review Roles and Responsibilities. ... Discuss Desired Outcomes. ... Anticipate Roadblocks and Plan Ahead. ... Ask for Feedback. ... Take Notes and Follow Up.

What are 4 Phases of Onboarding? Phase 1: Pre-Onboarding. Phase 2: Onboarding and Welcoming New Employees. Phase 3: Training. Phase 4: Transition to New Role.

Client onboarding checklist (internal) This is the checklist generally used by internal customer success teams, outlining the steps they need to take to successfully onboard a new customer (while also designating who is responsible for what).