The essential checklist

A list of actions that you should take during the pre-onboarding, onboarding, and post-onboarding process to provide new ecommerce clients with an experience they won't soon forget.
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Insights to guide your team

Each step in the process includes a description to provide further context, along with details of who should be responsible for execution, and if it’s dependent on previous tasks being completed.
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Bonus resources

You’ll also receive 9 in-depth bonus templates and checklists that accompany the onboarding process. From onboarding questions to chart of accounts templates, we've got you covered.
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Customizable Google Sheet

We also provide a customizable spreadsheet so that you can select the processes that matter most to your practice and assign tasks to the right team members.
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Why is having a documented onboarding process for ecommerce important?
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Benefits of documenting your processes:
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Produced with contributions from two of North America's leading ecommerce bookkeeping programs:
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Pure Bookkeeping Logo

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