Customer Service Induction Wizard

Tailored to the role

Answer three quick questions — channels supported, primary function, work model — and we build a checklist specific to that role. A remote phone-based complaints handler gets a different induction to an on-site retail assistant.

Organised by timeframe

Items are grouped into Before day one, Day one, First 3 days, Week one and Within 30 days — so nothing gets missed and managers always know what to do next.

Completely customisable

Every checklist is yours to shape. Tick items off as they're completed, remove anything that doesn't apply to your business, and download the finished checklist as a branded PDF for the new starter's file or to share with the team.

Training recommendations included

Each checklist links to ACXPA's self-paced training library, downloadable resources and CX Skills specialist courses matched to the role — so you know exactly what to train them on, not just what to tick off.

Business Members: save, sync and customise

ACXPA Business Members can save and name multiple checklists, sync them across devices and add custom items specific to their business.

Come back and pick up exactly where you left off — ideal for running several inductions at once.

Members: full ACXPA resource library

ACXPA members also get access to the full resource library, induction tools, training plans, monthly roundtables, and member-only content linked throughout this tool — not just the induction checklist itself.