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Customer Service Training Checklist Template

Customer Service Training Checklist Template

Add a training checklist to your onboarding documentation with this customizable checklist template.

An essential part of the onboarding process is ensuring the new employee knows what’s expected of them and when. This checklist template has two columns, one for the training requirement and the other for the expected completion date. To make this checklist document fit with your other branded onboarding resources, open it with Visme’s design editor, input your logo in the placeholder and change the colors and fonts to match your brand identity.

Change colors, fonts and more to fit your branding
Access free, built-in design assets or upload your own
Visualize data with customizable charts and widgets
Add animation, interactivity, audio, video and links
Download in PDF, JPG, PNG and HTML5 format
Create page-turners with Visme’s flipbook effect
Share online with a link or embed on your website

Customize this checklist template immediately, or see other checklist templates to suit your particular needs.

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Customer Service Training Checklist Template

Template Specifications

Dimensions

8.5” X 11” (US Letter)
Customizable

This template can be fully customized. You can edit content, change image(s), apply custom colors, input your own fonts and logo, and more.
Formats

For professional printing, download as PDF with bleed marks. For regular printing, download as image (JPG or PNG) or PDF without bleeds marks. For online use, your product sell sheet can also be shared via link or embedded to a site or blog.

Compatibility

Related tags

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Onboarding Checklist Templates by Visme

Onboarding checklists help you get your new hires settled into the team as quickly and seamlessly as possible with a set of tasks, prompts, and questions to ensure that everyone is on the same page from day one. This makes it easier for both new employees and managers to communicate expectations, answer questions and address issues before they arise.

Create an employee onboarding checklist tailored to your business, including tasks such as onboarding new interns or helping technical hires set up their new workstations. Once you complete an entry, a comment box offers instructions on what to do next, keeping everything organized and transparent. Select a template according to your hiring needs and customize it using Visme's drag-and-drop editor. Download your new hire onboarding checklist in PNG, JPG and PDF format or share it online using a private or public link.