Workflow Templates: Customer Onboarding Checklist

Provide personal information (name, email, phone number)

Set up a secure password

Verify email address through a confirmation link

Agree to terms and conditions

Opt-in for newsletters and promotional emails (optional)

Upload a profile picture

Add a shipping address

Add a billing address

Configure preferred payment method

Set communication preferences (email, SMS, etc.)

Browse product categories

Use search functionality to find specific products

Read product descriptions and reviews

Add items to the shopping cart

Proceed to checkout and complete the purchase

Send order confirmation email

Provide shipping and tracking information

Request feedback on the shopping experience

Offer customer support contact details

Suggest related products for future purchases

Customer Onboarding Checklist