New-Customer Onboarding Checklist
New-Customer Onboarding Checklist
A practical onboarding checklist so first-time HVAC/plumbing/roofing customers know arrival windows, access, pets, payment, and warranty basics — fewer surprises, fewer angry day-of calls. DIY digital download from Studio North.
Who it's for
- HVAC, plumbing, and roofing teams
- Owners or office managers who prefer async DIY over agency retainers
- People happy to customize templates and install without a sales call
What's inside
- Checklist — CSR + office onboarding steps
- Customer email sms — welcome messages
- Day of card — what to expect one-pager outline
- How-to guide — install in your CRM
How it works
- Copy `checklist.md` into a CRM workflow or Sheet
- Customize welcome SMS/email
- Attach “what to expect” PDF/outline to confirmations
- Test on the next new customer
Who it's not for
Anyone wanting live setup, Zoom training, or Studio North to log into their tools. Consent-based contacts only; honor STOP on every SMS. Practical CSR notes only — not legal advice. We don't guarantee leads, bookings, revenue, or reviews.
7-day clarity refund: if it isn't clear enough to start within 7 days, email hello@getstudionorth.com. Clarity, not results — we don't guarantee leads, bookings, revenue, or reviews.