Customer Onboarding Pack Checklist
Updated 2026-04-25
Confirm your customer onboarding pack is complete before sharing it.
Use this checklist to confirm that your customer onboarding pack is ready to share.
Checklist
- Welcome to NxtLayr page included
- Getting Started page included
- Roles and Permissions page included
- role-specific guides included
- role-specific quick-start checklists included
- first-use workflow links included
- troubleshooting links included
- FAQ included
- support contact path included
- docs links tested
- screenshots added where needed
Best practice
Before sending the pack, test it from the perspective of a new customer user with no prior context.