B2B Customer Onboarding Tracker – Excel Template

Take every new business customer through the same onboarding steps, from contract to 30-day review, and spot stalled accounts.

• Automatic summary: Customers onboarding, Fully onboarded, At risk, Done: Contract signed, Done: Credit approved, Done: Account set up, Done: Kick-off meeting, Done: First order, Done: Training done, Done: 30-day review
• Calculated for you: Progress, Days since start, Status
• Drop-down menus for quick, consistent entry
• Colour-coded status and progress highlights
• Example rows and a step-by-step "How to Use" sheet

Instant download (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.