How to Track Customer Onboarding with a Google Sheets.pdf

Is your onboarding process scattered across emails, notes, and random checklists? 😵‍💫

With our Customer Onboarding Tracker in Google Sheets, you can:
✅ Track every step of the onboarding process
✅ Add dropdowns for status (Not Started, In Progress, Completed)
✅ Measure progress automatically
✅ Share with your team for full visibility

👉 Get the full guide + free template here:
https://getfiledrop.com/how-to-track-customer-onboarding-with-a-google-sheets/

1. Set Up Your Columns
Add Dropdown Menus for
Status
Add a Progress Formula
Insert Checkboxes for Each
Step
Share the Sheet with Your
Team
How to Track Customer
Onboarding with a Google Sheets

2. Set Up Your Columns
How to Track Customer
Onboarding with a Google Sheets
Open a new Google Sheet and name it something simple
like “Customer Onboarding Tracker.” Start by adding the
following columns:
Customer Name
Email
Start Date
Onboarding Step 1 (e.g., Welcome Email Sent)
Step 2 (e.g., Account Setup Completed)
Step 3 (e.g., First Training Session Booked)
Notes
Status
You can customize the steps depending on your own
onboarding process.

3. Add Dropdown Menus for
Status
How to Track Customer
Onboarding with a Google Sheets

4. Add a Progress Formula
How to Track Customer
Onboarding with a Google SheetsIf you want to see how far along each
customer is, add a “Progress” column with
a formula:
=COUNTIF(D2:F2, “TRUE”) / COUNTA(D2:F2)
Assuming columns D to F are your
onboarding steps, this formula calculates
how many steps are marked as complete
with a checkmark (✔). You can format this
cell as a percentage.

5. Insert Checkboxes for Each
Step
How to Track Customer
Onboarding with a Google Sheets

6. Share the Sheet with Your
Team
How to Track Customer
Onboarding with a Google Sheets