SOP Template KitCustomer Onboarding SOP
Get new customers set up and to first value quickly.
The full Customer Onboarding SOP (all 5 steps, 1 controls, records and measures) is one of 36 editable Word SOPs in the SOP Template Kit: $79.
| Document no. | SAL-04 | Department | Sales & Customer |
1. Purpose
Get new customers set up and to first value quickly.
2. Scope
New customers after contract signature.
3. Roles and responsibilities
| Role | Responsibility |
|---|---|
| Account Manager | Owns the relationship. |
| Onboarding Lead | Runs the plan. |
| Finance | Sets up billing. |
4. Procedure
| Step | Who | What to do |
|---|---|---|
| 1 | Account Manager | Hold a handover from sales: goals, contacts, commitments made. |
| 2 | Finance | Create the customer account, billing contacts and tax details. |
| 3 | Onboarding Lead | Hold the kickoff; agree the onboarding plan and success measure. |
| + 2 more steps, 1 controls, 3 records and 2 measures in the full SOP. | ||