Customer Onboarding Templates

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Customer Onboarding 01-300-V2

Eight templates to lead your new customers through their first several months with your product or service

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The Customer Onboarding Templates Include:

  • New Customer Internal Onboarding Checklist
  • Customizable Welcome Packet
  • Customer Intake Form Template
  • Onboarding Timeline Template
  • First Onboarding Call Sample Agenda
  • Training Resources Repository
  • Handoff Email Template
  • Handoff Notes Template

Create a remarkable onboarding experience for your customers and enable their long-term success.

When your company is growing quickly, it can be difficult to keep the experience for each new customer consistent. And your customers want results. Quickly. It's important to make sure that you're providing an easy-to-follow, organized set of resources to your customers that will improve their chances of seeing success with your product or service sooner.

To make it easier to build an onboarding process, we've put together 17 pages of customizable templates for you. There's a welcome packet that includes all of the need-to-know information for your new customers about how to contact you and your team. There's a timeline template that will allow you to lay out the onboarding agenda for your new customers.

In addition to the resources you'll be able to tailor and give to your customers, we've also included internal enablement templates -- a first onboarding call sample agenda, a handoff notes template to keep track of important info learned in onboarding, and an end-of-onboarding email template. It's all here to help you help your customers see results with your brand sooner.

Frequently Asked Questions (FAQs)

A good customer onboarding process is designed to provide your customers with a clear, easy-to-follow guide of what they need to do in order to get the most out of their product. A successful customer onboarding process can help new users save time and money by eliminating the guesswork when it comes to getting started.

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The goal of onboarding is to get your customer off the fence and engaged with your product. There are a lot of different ways to do this, but there are few key steps:

  1. Define your objectives
  2. Map the customer journey
  3. Content development
  4. Performance analysis and iteration

Absolutely!

Just sharing some free knowledge that we hope you’ll find useful. Keep us in mind next time you have marketing questions!

Customer onboarding is the process of teaching new customers how to use your product or service. It helps you retain more users and make more money in the long run. With customer onboarding, you can do surveys or phone calls with people who have just signed up for your service so that they don't leave before understanding what they need to know about it.

Clients are the backbone of your business. You need to make sure they feel welcome and have all the information they need at their fingertips when they start working with you. A client welcome packet is a great way to do that, as it includes details like what payment options you accept, how long projects usually take, and what your cancellation policy is so that clients know where they stand from day one.

With the right onboarding, your new customers will be up and running in no time. HubSpot's 8 customizable customer onboarding templates includes a welcome packet template - we make it easy to build an onboarding process that fits your needs and scales with your company's growth.

Standardize your onboarding process and create a remarkable new customer experience.
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