Customer Onboarding Checklist - SMB Edition 

This Customer Onboarding Checklist helps B2B SaaS companies streamline onboarding for SMB customers with clear, actionable steps. It ensures smooth transitions from signup to adoption, improving satisfaction, accelerating time-to-value, and reducing churn. By aligning onboarding with customer goals, it builds a foundation for lasting success.

Customer Onboarding Checklist - SMB Edition Thumbnail

 

Get the Customer Onboarding Checklist
(it's free) 👇


What happens next?

  1. You’ll get an email from me with the link to access the Customer Onboarding Checklist.
  2. You’ll get added to my free tools newsletter.  We won’t spam you. You can unsubscribe anytime.

Hope you enjoy the success plan!
Regards, Brian


What's Included in the Customer Onboarding Checklist - SMB Edition?

 

✅ 8 Sections

✅ 32 Individual Tasks

✅ 2 Sign-off Sections

✅ Designed specifically for B2B SaaS SMB

✅ Comment/Feedback Section

✅ Free Updates and Support