Customer Success Onboarding

Edit template and manage tasks

Template Details

Basic information about this template

12

Total Tasks

3

Paperwork

1

Equipment

5

Training

3

Access

Tasks

Tasks that will be created for new hires

Paperwork

3

Complete I-9 and W-4

Required
HRDay 0

Sign Employment Agreements

Required
New HireDay 1

Benefits Enrollment

Required
New HireDay 14

Equipment

1

Order Laptop and Headset

Required
ITDay -5

Training

5

Product Certification

Required
New HireDay 10

Customer Health Metrics Training

Required
New HireDay 7

Escalation Procedures

Required
New HireDay 5

Shadow Customer Calls

Required
New HireDay 14

Account Assignment

Required
ManagerDay 10

Access

3

Gainsight Access

Required
ITDay 0

Zendesk Agent Access

Required
ITDay 0

Salesforce View Access

Required
ITDay 0