#paid's New Account Onboarding Checklist

About this Blueprint

‍Blueprints are a collection of Vitally best practices and use cases brought to you by today's Customer Success thought leaders.

Sending an intro email with onboarding steps and resources is a nice touch. But how many of those get read? And how many of them get referenced again at a later point in time?

With Vitally Doc Templates, you can build a personalized and interactive onboarding checklist that customers want to use. Assign Tasks to customers, share resources like help center links, PDFs, and more all within a centralized workspace.

Natasha Cantisano, the Team Lead, CS at #paid, uses this New Account Onboarding Checklist to standardize onboarding for new customers, increase time to value, and create a consistent experience across all accounts.

Preview of Blueprint

‍When to use a New Account Onboarding Blueprint

‍This New Account Onboarding Blueprint should typically be shared with the main point of contact at a new company. This could be the department head or the project manager in charge of implementing your software product. In most cases, this checklist should be shared when accounts transition from Sales to Customer Success - right at the beginning of their onboarding phase.

In addition, this Blueprint is ideal for Customer Success teams who operate with a Hybrid or High Touch CS model, where accounts have a dedicated Implementation, Onboarding, or Customer Success Manager as their point of contact. In this template, you’ll find a sample introduction, account details to share, sample To-Do’s, and a resources list.

‍KPIs Impacted‍

• Time to Value (TTV)
• Net Promoter Score (NPS)
• Customer Satisfaction (CSAT) Score
• Product Adoption Rate
• Account Health Score
  

What data points or information will you need to complete or add?

‍You will need to edit many pieces of this Blueprint to fit your specific product, such as the ‘To-Do List’ and ‘Additional Resources’ sections. For example, if you have a billing software that operates on a freemium model, you might change the details of the checklist items based on the customer’s plan type. This Blueprint can serve as a great starting point or source of inspiration for teams who may not already have an onboarding checklist in place.

‍How can you customize this for other use cases?

This Blueprint for New Account Onboardings uses Vitally Tasks, Account Variables, and Editable Custom Traits. All of these features are completely customizable and can be used to create a tailored Doc that customers can refer back to throughout their lifecycle. Your team can adapt this Doc Template for many other use cases where you need to share knowledge and Tasks with a customer.

About #paid

#paid is a technology company that builds tools for the creator economy. Businesses of every size—from DTC brands to fortune 500 companies—use #paid’s software to collaborate with creators and grow their businesses.