B2B customer onboarding checklist template

For customer success teams taking a B2B customer from signed contract to first value. It runs from the kickoff call and tenant provisioning through admin training to a first value milestone the customer confirms, then handover to account management.

App: Checklist Flow for Jira
Category: Customer onboarding
Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
Items: 10 items, 6 required
Suggested for: Task, Epic, Service Request

Items

Kick off

Item	Required
Contract and order form filed	Required
Kickoff call held and goals recorded	Required
Customer contacts and roles listed	Required

Setup

Item	Required
Customer account or tenant provisioned	Required
Single sign on or user import configured	Optional
Data import or integration completed	Optional

Adoption

Item	Required
Admin training delivered	Required
End user training delivered	Optional
First value milestone reached and confirmed by the customer	Required
Handover from onboarding to account management	Optional

Use it

In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.

Checklist Flow for Jira documentation
Jira checklist templates: all 49 templates