Intro

Speed up ISO 27001 implementation with a ISO27001 onboarding template built for cybersecurity and B2B SaaS teams. This template organizes your certification onboarding into clear phases, so stakeholders know what's next, what's blocked, and what "done" looks like on the path to audit readiness and go-live.

Who it's for

Customer Success and Implementation Managers at cybersecurity SaaS companies, plus Security/GRC leads guiding customers through ISO 27001 certification and ongoing compliance.

What's inside

• Welcome & onboarding overview: Set expectations and explain the ISO27001 implementation journey in plain language
• 3-phase progress tracker: Track completion across Program Setup, Employee Ready, and Audit Ready in one view
• Pre-onboarding intake form: Collect product, data types, existing certifications, policy status, and support needs upfront
• Phase 1: Program setup action plan: Account setup, security team onboarding, automated testing connections, and policy foundations
• Phase 2: Employee ready action plan: Scope resources, prepare evidence, and set up employee security programs
• Phase 3: Risk remediation action plan: Risk scenarios, vendor management, and vulnerability remediation steps toward audit readiness

Why use this template

ISO 27001 certification projects often stall because ownership is unclear and tasks live across docs, emails, and chat. A structured ISO27001 onboarding template keeps your customer onboarding aligned—so you reduce back-and-forth and improve time to value.

This ISO27001 onboarding template also creates consistency across customers: every rollout follows the same phases, terminology, and milestones, while still allowing you to tailor tasks per account.

A unique advantage here is the phased onboarding design with an aggregated progress view—ideal for keeping executive sponsors, security stakeholders, and implementation teams aligned from kickoff to audit-ready.