template

Customer onboarding template

Everything you need to get your onboarding process off the ground, including images, examples, and expert advice.

TEMPLATE TYPE:

Google Doc

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CONTRIBUTED BY

Ramli John

Content Programming Director

Appcues

50-100 EMPLOYEES
SERIES B
B2B
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Note from the contributor
I see it time and time again: customers who just purchased a product don’t get the same attention and love as they do during the rest of the buying process. That’s unfortunate! Because that moment is the perfect time to make a good first impression and set them up for long-term success. I created this template so you can chart out a plan to make that happen!

About this template

Every product is different. Your onboarding process may be less expansive than what’s outlined in this customer onboarding template, so, feel free to cut, add, or change anything based on your specific needs. This template is a jumping-off point, not an instruction manual—you can use it however you see fit. 

This template gives you access to everything you need to get your onboarding process off the ground, including images, examples, and expert advice. Customize this template to fit the needs of your customers and product so that you can spend less time planning the perfect onboarding and more time actually building it. 

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How to use this template: ‍

This template covers 5 steps with examples and prompts under each step, including: 

  1. Set up your internal onboarding checklist
  2. Plan out your welcome packet
  3. Design your customer intake form
  4. Work out your onboarding timeline
  5. Outline your training resources 

The italicized, grey text are instructions that you need to replace with details relevant to your own business. Delete the instructions after you’ve finished reading them. Also, some sections may be more relevant to your business than others, so feel free to take out sections that aren’t relevant to your company along the way.