Customer Onboarding Templates

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onboarding templates

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

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.

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