Customer-Onboarding-Checklist.xlsx

	A	B	C	D
1	Customer Onboarding Checklist
2	Finance-side onboarding. No revenue work starts without a signed agreement. Non-standard terms need founder approval.
3
4	Item / Step	Owner	Status	Notes

5	Customer / entity details captured		To do
6	PAN / GST collected (for invoicing)		To do
7	Signed contract / order form on file		To do
8	Scope, price and payment terms confirmed		To do
9	Credit terms & credit limit set		To do
10	Non-standard discount/terms approved by founder		To do
11	Billing contact & PO process confirmed		To do
12	Set up in billing / accounting tool		To do
13	Kick-off / first invoice scheduled		To do
14
15	CFOmatrix template. Not legal or audit advice. https://cfomatrix.in
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100