Product Marketing Onboarding Checklist

Fully editable with custom branding. Send, print or embed online.
Get template
Get template
star iconstar iconstar iconstar iconstar icon
1020+ Reviews
Bonsai has helped create 1,023,928 documents and counting.

The Product Marketing Onboarding Checklist is an essential tool for new product marketing teams, designed to streamline the onboarding process and gather crucial company information effectively. This checklist helps ensure that all necessary steps are taken to set up a successful product marketing strategy, from understanding the target audience to aligning key messaging and branding. By utilizing this form, teams can minimize the risk of overlooking important details, foster collaboration, and accelerate the learning curve for new members, ultimately leading to a more efficient and effective product launch.


This checklist fits seamlessly into the project lifecycle by serving as a foundational document during the initial stages of product marketing. It can be easily shared with clients to facilitate discussions and gather insights, ensuring that everyone is aligned on objectives and expectations. By providing clients with this onboarding checklist, marketing teams can enhance communication, clarify roles, and establish a clear roadmap for successful product marketing initiatives.

Frequently asked questions
Why is a product marketing onboarding checklist used?
chevron down icon
A product marketing onboarding checklist is used to ensure that all necessary information and assets are collected from new clients, facilitating a smooth onboarding process and aligning marketing efforts with client expectations.
What should be included in a product marketing onboarding checklist?
chevron down icon
A product marketing onboarding checklist should include fields for Company Name, Primary Contact Person, Business Phone, Company Website, Company Background, Key Stakeholders Roles, Company Logo and Brand Assets, and Special Requirements or Considerations.
When to use a product marketing onboarding checklist?
chevron down icon
A product marketing onboarding checklist should be used whenever a business is onboarding a new client in product marketing to gather essential information and ensure all marketing strategies are tailored to the client's needs.

Get more template for your business.

Discover 1,000 additional templates to use in your industry.

Need other templates?

Discover other templates in the same category.
Forms
Project Intake Form
Get template
Get template
Forms
Client Feedback Form
Get template
Get template
Forms
Tax intake form
Get template
Get template
Forms
Recruiter intake form
Get template
Get template
Forms
Free Portfolio Contact Page
Get template
Get template
Forms
Life Coach Assessment Forms
Get template
Get template
Forms
Life Coach Intake Form
Get template
Get template
Forms
Interior Design Client Intake Form
Get template
Get template
Signup to access additional templates.
Additional templates are only available within Bonsai.
Signup
Signup