About

The Customer Onboarding Tracker is your central hub for managing every new customer from kickoff through first value. Designed to help CS teams stay organized and consistent, this Notion database tracks key milestones, assigns responsibilities, and links essential docs like the Discovery Record and Success Plan.

Each entry represents a customer and includes:

Onboarding phase & timeline
Assigned CSM
Kickoff status & dates
Progress checklists (setup, training, QA/QC)
KPI tracking (like Time to First Value and CSAT)
Linked Discovery Docs, Success Plans, and Forms

✨ Built-in logic and templates help automate workflows and drive accountability — making it easy for any CS team to stay proactive and repeatable.

Trustpilot

TrustScore4.4

14-Day Refund Promise

Shop confidently with Shuppi

If your download isn’t what was promised, we’ll make it right. Eligible purchases can be refunded within fourteen calendar days when listings mislead, files fail, or duplicate checkouts happen.

Listings must match what you receive—no surprises.
Corrupted files or technical issues? Request a quick fix or refund.
Duplicate purchases are covered without the hassle.

Read our full refund policy

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Product Specs

Download Size

397 KB

Created

Nov 26, 2025

Version Number

1.0

Frequently Asked Questions

PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.

Mac: Double click the .zip file, then search for the product folder or product file.