Checklist for tasks that customer needs to complete

Shira Mizel

Hey there! 

I work at a company where we trade data with customers. I'd like to design a document that can be shared with customers from the kickoff call that includes their "tasks" for the first year of using our service to set expectations and a timeline. 

I'd like to be able to edit the document with notes and ideally allow the customer to edit the document as well so it can be an ongoing guide for both of us. 

For example:

(Day 30) First Data Submission 
(Day 90) Success Call
Six Month Checkpoint
Nine Month Checkpoint
One Year Checkpoint

Does anyone have something along these lines that I can check out?

Or thoughts on building a customer task checklist and holding customers accountable to complete them?

Thanks so much!