Customer Onboarding Checklist

A customer onboarding checklist lists the steps needed after a new customer agrees to work with a business. For a handyman project, it might cover confirming the scope, obtaining access instructions, scheduling the visit, and identifying any materials the customer must provide. A checklist helps prevent details from being lost between the accepted quote and the first appointment. It differs from an onboarding email, which is only one communication within that process. The checklist should be tailored to the service rather than forcing every customer through irrelevant steps. Confirm responsibilities in plain language and avoid requesting sensitive information unless genuinely necessary to perform the work.