Saas Onboarding Checklist

Account Activation

□ Verify email address
□ Create secure password
□ Set up 2FA/MFA
□ Complete profile information
□ Choose subscription plan
□ Enter payment information
□ Apply promo codes
□ Confirm billing details
□ Accept terms of service
□ Set communication preferences
□ Configure timezone
□ Activate account

Initial Setup Wizard

□ Welcome screen tour
□ Goal identification
□ Use case selection
□ Feature preferences
□ Integration needs assessment
□ Data import options
□ Team size configuration
□ Industry selection
□ Customization preferences
□ Success metrics definition
□ Quick win identification
□ Setup completion confirmation

User Management

□ Add team members
□ Set user roles
□ Configure permissions
□ Create user groups
□ Set access levels
□ Configure SSO if available
□ Set password policies
□ Enable audit logs
□ Configure security settings
□ Set session timeouts
□ Enable activity tracking
□ Document admin users

Data Migration

□ Assess data requirements
□ Prepare import templates
□ Clean existing data
□ Map data fields
□ Test import process
□ Execute data import
□ Verify data integrity
□ Set up data sync
□ Configure backups
□ Enable version control
□ Document data structure
□ Archive legacy data

Integration Configuration

□ Identify integration needs
□ Connect CRM system
□ Set up email integration
□ Configure calendar sync
□ Connect payment systems
□ Set up analytics tools
□ Enable API access
□ Configure webhooks
□ Test data flow
□ Document integrations
□ Set up error handling
□ Monitor integration health

Feature Configuration

□ Enable required features
□ Disable unnecessary features
□ Configure workflows
□ Set up automation rules
□ Create templates
□ Configure notifications
□ Set up reporting
□ Customize dashboards
□ Configure alerts
□ Set up scheduled tasks
□ Enable advanced features
□ Test configurations

Training & Education

□ Complete product tour
□ Watch getting started videos
□ Attend live training session
□ Review documentation
□ Complete interactive tutorials
□ Practice in sandbox
□ Learn keyboard shortcuts
□ Understand best practices
□ Join user community
□ Subscribe to updates
□ Book advanced training
□ Get certified

Success Metrics Setup

□ Define KPIs
□ Set up tracking
□ Configure dashboards
□ Create reports
□ Set benchmarks
□ Enable analytics
□ Configure goals
□ Set up alerts
□ Schedule reviews
□ Document metrics
□ Share with team
□ Plan optimization

Team Enablement

□ Train team members
□ Share best practices
□ Create internal documentation
□ Set team guidelines
□ Establish workflows
□ Define responsibilities
□ Create templates
□ Set naming conventions
□ Document processes
□ Schedule team training
□ Monitor adoption
□ Gather feedback

Go-Live Preparation

□ Complete all setup
□ Test all features
□ Verify integrations
□ Train all users
□ Document configuration
□ Create backup plan
□ Set support contacts
□ Schedule check-ins
□ Plan rollout
□ Communicate launch
□ Monitor initial usage
□ Address issues quickly

Ongoing Success

□ Schedule regular reviews
□ Monitor usage metrics
□ Identify power users
□ Address adoption gaps
□ Optimize configurations
□ Explore new features
□ Attend webinars
□ Engage with community
□ Provide feedback
□ Plan scaling
□ Consider upgrades
□ Renew subscription

Support & Resources

□ Save support contacts
□ Bookmark help center
□ Join community forum
□ Follow social channels
□ Subscribe to blog
□ Download mobile app
□ Set up status alerts
□ Know escalation path
□ Access training materials
□ Use chat support
□ Submit feature requests
□ Report bugs properly