Customer Welcome

□ Send personalized welcome message
□ Thank for choosing us
□ Introduce account team
□ Share getting started guide
□ Provide contact information
□ Set initial expectations
□ Schedule welcome call
□ Send welcome package
□ Provide login credentials
□ Share resource links
□ Join customer community
□ Celebrate new partnership

Account Creation

□ Set up customer account
□ Create user profiles
□ Configure permissions
□ Customize preferences
□ Set notification settings
□ Configure security
□ Enable features
□ Set up billing
□ Add payment method
□ Configure invoicing
□ Set credit terms
□ Document special requirements

Needs Assessment

□ Understand business goals
□ Identify success metrics
□ Document requirements
□ Assess current state
□ Define desired outcomes
□ Understand constraints
□ Identify stakeholders
□ Map decision process
□ Review timeline
□ Set priorities
□ Document challenges
□ Plan solutions

Product Setup

□ Configure product/service
□ Customize settings
□ Import data
□ Set up integrations
□ Configure workflows
□ Create templates
□ Set up automation
□ Enable features
□ Test functionality
□ Validate setup
□ Document configuration
□ Provide access

Training Delivery

□ Schedule training sessions
□ Provide materials
□ Conduct product demo
□ Hands-on practice
□ Q&A sessions
□ Record training
□ Create documentation
□ Share best practices
□ Provide examples
□ Test knowledge
□ Offer certification
□ Schedule follow-up

Implementation Support

□ Assign implementation manager
□ Create project plan
□ Set milestones
□ Weekly check-ins
□ Address issues
□ Provide guidance
□ Monitor progress
□ Adjust approach
□ Escalate blockers
□ Celebrate wins
□ Document learnings
□ Ensure success

Integration Assistance

□ Review integration needs
□ Provide API documentation
□ Technical support
□ Test connections
□ Validate data flow
□ Troubleshoot issues
□ Optimize performance
□ Document setup
□ Monitor stability
□ Provide maintenance
□ Plan updates
□ Ensure compatibility

Success Planning

□ Define success criteria
□ Set measurable goals
□ Create success plan
□ Schedule reviews
□ Track metrics
□ Monitor usage
□ Identify opportunities
□ Plan optimization
□ Support growth
□ Measure ROI
□ Report progress
□ Adjust strategies

Ongoing Support

□ Explain support channels
□ Share response times
□ Provide documentation
□ Set up help center access
□ Schedule office hours
□ Create support tickets
□ Monitor satisfaction
□ Proactive outreach
□ Health checks
□ Optimization sessions
□ Feature updates
□ Renewal planning

Feedback Loop

□ Initial feedback survey
□ Usage analytics review
□ Satisfaction assessment
□ Feature requests
□ Improvement suggestions
□ Success stories
□ Case study opportunity
□ Reference potential
□ Testimonial request
□ Review site encouragement
□ Referral program
□ Advisory board invitation

Relationship Building

□ Regular check-ins
□ Business reviews
□ Executive alignment
□ Team building
□ User community
□ Events and webinars
□ Newsletter subscription
□ Social media connection
□ Partner opportunities
□ Loyalty programs
□ Anniversary recognition
□ Long-term partnership