customer activation process checklist

Gather necessary customer information (name, contact details, etc.)

Verify customer's identity and eligibility for activation

Review customer's application or request for activation

Ensure all required documents are obtained and in order

Confirm customer's understanding of terms and conditions

Create customer account in the system

Assign unique account number or identifier

Set up appropriate account permissions and access levels

Configure account settings according to customer's preferences

Generate initial login credentials or activation code

Enable additional payment methods if requested

Test account functionality

Provide customer with instructions and support for account setup

Set up billing cycle and payment terms

Upload any required customer documents

Install or activate necessary hardware/software, if applicable

Configure customer's devices or systems for service usage

Test service connectivity and functionality

Provide customer with necessary user guides or instructions

Offer training or support resources, if needed

Inform customer about successful activation

Provide customer with relevant contact information for assistance

Explain billing cycle, payment options, and due dates

Notify customer of any additional steps or requirements, if applicable

Offer initial welcome or onboarding messages or materials

Conduct post-activation follow-up with customer

Address any questions or concerns the customer may have

Request feedback on the activation process and overall experience

Document customer feedback and suggestions for improvement

Take necessary actions to resolve any outstanding issues

Update customer's account status as "activated"

Record activation details in customer's profile or file

Archive all relevant activation documents and records

Provide necessary reports or summaries to management, if required

Verify completion of the customer activation process

Note: This is a general outline and the specific steps may vary depending on the nature of the business or industry.