Customer Service Induction Checklist
Build a structured, best-practice induction for any customer service hire in under 2 minutes. Tailored to their role, organised by timeframe, downloadable as a PDF you can share with the team.
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.
Members: save, sync and customise
ACXPA members can save and name multiple checklists to their account, sync them across devices, add their own custom items specific to their business, and come back to pick up exactly where they left off — ideal for running several inductions concurrently.
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.
Ready to build your first induction checklist?
The tool is free to use for ACXPA subscribers. Upgrade to an ACXPA membership to save, sync and customise multiple checklists across devices — plus access everything else included in your membership.
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