Software Setup Checklist Form
Complete this checklist to ensure all steps are covered during your software setup onboarding.
Your Name
*
First Name
Last Name
Work Email Address
*
example@example.com
Company or Team Name
*
Primary Use Case for This Setup
*
Please Select
Internal Team Collaboration
Customer Support
Sales/CRM
Project Management
Other
Which environment are you setting up?
*
Production
Staging
Development
Have you created all required user accounts?
Admin account created
Team members invited
Permissions configured
Have you connected all necessary integrations?
Email integration
Calendar integration
CRM integration
Other integrations
Setup Progress
Rows
Not Started
In Progress
Complete
Configure software settings
1
2
3
Import data
4
5
6
Test workflows
7
8
9
Invite end users
10
11
12
Are there any blockers or issues?
*
No blockers
Yes (please describe below)
Additional Comments or Notes
Submit Checklist
Should be Empty: