For SaaS teams
Customer onboarding shouldn’t depend on which CSM got the account.
Capture customer onboarding, launch readiness, incident first response, and internal ops so teams follow the same sequence, and customers can complete their steps from a shared link.
Customer Onboarding
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Send welcome & kickoff agenda
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Collect admin access & integrations
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Complete training sessions Notes
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Confirm go-live checklist & handoff
Success playbooks still live in someone’s head.
Onboarding steps vary by CSM. Launch checklists get shortened when deals rush. New hires rebuild internal processes from tribal knowledge. Customers wait on incomplete intake.
- Customer onboarding differs by account owner.
- Launch readiness misses operational checks.
- Incident first response is improvised.
- Internal onboarding for new hires is uneven.
- Status is scattered across tools and threads.
The same clear path for every customer and launch.
Teams start a process when onboarding or launch begins. Customers complete guest questionnaires. Leads see what finished without interrupting the CSM mid-call.
- Customer onboarding covers the same milestones.
- Launch checklists are consistent.
- Incident first response has immediate operational steps.
- Internal hire onboarding is repeatable.
- Completion is visible to success and ops leads.
SaaS customer success team reviewing an onboarding checklist
Turn your go-to-market ops into processes you can run.
Build SaaS operational checklists once. Start them for each customer or launch. Share guest links for customer intake. Track completion across the book of business.
Guest completion
Your process shouldn’t require a software rollout.
Share a link with the person who needs to complete the work. On Pro plans, they can run and submit it — substitutes, contractors, volunteers, and vendors included.
Shared process link
/g/saas-process
Opened → completed → visible to the owner
See it the way your team will use it
Tasks, notes, and progress — the same process your team will run.
Customer Onboarding
-
Send welcome & kickoff agenda
-
Collect admin access & integrations
-
Complete training sessions Notes
-
Confirm go-live checklist & handoff
Processes
Work saas teams run again and again
Customer onboarding
Kickoff, access, training, and go-live milestones.
Product launch readiness
Cross-team checks before a feature or plan goes live.
Incident first response
Immediate operational steps while deeper tooling runs.
Churn save / expansion play
Recurring check-in and follow-up steps.
New hire onboarding
Tools, customers, and first-week milestones for internal staff.
Partner / vendor kickoff
Intake steps for integrations and partners.
Templates
Don’t start from scratch
Only linking to templates and categories that exist in the public library.
Across roles in saas
Customer success leads
See which onboardings and launches are still open.
CSMs & AMs
Follow the same customer sequence every account.
Product & ops
Run launch and incident checklists consistently.
Customers
Complete intake from a guest link.
Simple to start
Start with a checklist.
Build an operating system over time.
Start free with a checklist or a template. Upgrade when a school, care team, or crew needs guest links, unlimited checklists, or shared assignment.
Free
Enough to capture processes and build the habit.
- Up to 2 checklists
- Personal checklists to get organized
- No credit card to begin
Pro
For recurring processes and guest completion links.
- Unlimited checklists
- Guest process links
- Personalization, embeds, and PDF export
- Reminders
Put the way saas works into Checkli.
Create the process once. Share it with the people responsible. Know when it gets done.