Customer support / Free editable template

Customer onboarding 30-60-90 day plan template

A 30-60-90 day onboarding plan works best when you can see whether adoption is on track. This example plots the planned and actual share of licensed users active each week across the first 90 days, flags milestones such as kick-off, data import and the first live workflow, and ends each 30-day block with an exit test checklist the customer has to pass.

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Customer onboarding 30-60-90 day plan example showing planned versus actual adoption over 90 days, milestone flags on the chart, exit test checklists for days 30, 60 and 90
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Draw the plan line

    Agree with the customer how many users should be active by each week, and plot it as the plan.

  2. Flag the milestones

    Place kick-off, data import, first workflow, team training and the value review on the days you expect them.

  3. Track and test

    Plot actual adoption each week and only move to the next block when its exit test is ticked off.

Questions about this template

Are the exit test checklists interactive?

Yes. Click each item in the editor to mark it done, and the counter for that 30-day block updates as the customer passes each test.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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