{"product_id":"b2b-customer-onboarding-tracker-excel-template","title":"B2B Customer Onboarding Tracker – Excel Template","description":"\u003cp\u003e\u003cstrong\u003eTake every new business customer through the same onboarding steps, from contract to 30-day review, and spot stalled accounts.\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eAutomatic 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\u003c\/li\u003e\n\u003cli\u003eCalculated for you: Progress, Days since start, Status\u003c\/li\u003e\n\u003cli\u003eDrop-down menus for quick, consistent entry\u003c\/li\u003e\n\u003cli\u003eColour-coded status and progress highlights\u003c\/li\u003e\n\u003cli\u003eExample rows and a step-by-step \"How to Use\" sheet\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eInstant download\u003c\/strong\u003e (.xlsx). Works in Excel 2010+, Excel online, Google Sheets, Numbers and LibreOffice. Works with any currency.\u003c\/p\u003e","brand":"SheetSmart","offers":[{"title":"Default Title","offer_id":46224531652743,"sku":"XLT-423","price":5.0,"currency_code":"AED","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0767\/5369\/8951\/files\/10vOnUqJK226egogZqW7M2XAAaFVRXQXH.png?v=1792272210","url":"https:\/\/thetemplatedesk.us\/products\/b2b-customer-onboarding-tracker-excel-template","provider":"The Template Desk","version":"1.0","type":"link"}