New Account Onboarding Plan

Winning a new account is only worth something if the account actually produces. The critical window is the first 90 days — and most brands leave it to chance, with no structured plan for ensuring the account gets properly set up, trained, and executed. The New Account Onboarding Checklist walks through every step from contract signing to first reorder: account setup requirements, initial order standards, rep orientation with buyer/receiver, product knowledge training, display and merchandising commitments, pricing confirmation, and 30- and 60-day check-in milestones. Use it to ensure every new account gets the same first experience — one that leads to reorders, compliance, and a relationship that sticks. Interactive HTML tool — opens in your browser, no install, one-time purchase (no subscription).

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