Professional Services Onboarding Checklist

Introductory call with Customer Success Manager (CSM) and key client stakeholders

Define success criteria, business objectives, and key metrics

Review scope of professional services engagement (L1, L2, L3)

Establish communication channels and escalation paths

Collect client process documentation, current workflows, and user roles

Review existing sales data and legacy systems (if any)

Map user segments (field reps, managers, admins)

Finalize rollout plan, training schedule, and key milestones

Configure Quickapp.ai platform as per agreed requirements

Set up user accounts, permissions, and access levels

Import initial data (master data, user lists, retailers, products)

Test integrations (if any) with ERP, CRM, or other systems

Conduct tailored onboarding sessions for all user roles

Provide training materials, job aids, and video guides

Schedule proactive refresher and Q&A sessions

Onboard new users as they join (ongoing)

Provide L1 helpdesk for login, access, and usage queries

Monitor user activity and adoption in real time

Track and resolve initial issues (L1/L2), escalate as needed

Set up dashboards for usage, adoption, and data quality

Provide monthly usage summary and quarterly ROI/business impact reports

Flag adoption gaps, inactive users, or data quality issues for action

Regular CSM touchpoints and feedback sessions with key users

Capture and prioritize enhancement requests (L2/L3)

Recommend process tweaks or additional training as needed

Provide updates on new features and quarterly enhancements

Review achievement of initial success criteria and KPIs

Identify further opportunities for process or usage improvement

Plan next phase of enhancements or scale-up