Description
Take every new business customer through the same onboarding steps, from contract to 30-day review, and spot stalled accounts.
- Automatic summary: Customers onboarding, Fully onboarded, At risk, Done: Contract signed, Done: Credit approved, Done: Account set up, Done: Kick-off meeting, Done: First order, Done: Training done, Done: 30-day review
- Calculated for you: Progress, Days since start, Status
- Drop-down menus for quick, consistent entry
- Colour-coded status and progress highlights
- Example rows and a step-by-step "How to Use" sheet
Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.
Payment & Security
Your payment information is processed securely. We do not store credit card details nor have access to your credit card information.