Customer Onboarding Free Template

Use Pipefy’s Customer Onboarding Template to stay in constant contact with your clients and demonstrate the value of your product or service.

This client onboarding template has a pre-defined funnel divided into stages. You can edit each of them as you like, and define what information to collect to ensure a seamless experience.

Start by customizing forms and adding mandatory fields to ensure standardization. Then, create automated welcome messages, plus re-engagement, educational, and/or evaluation emails. You can add dynamic content to these messages to create a personalized communication.

To ensure a long-term partnership, you’ll need a well-structured process. Pipefy’s Customer Onboarding Template gives you all the tools you need to engage and retain customers, keeping a close eye on their journey. For example:

With automations, you can reduce response time and optimize your team’s work. Use this feature to move customers through the pipeline, notify your team, trigger emails, fill out forms, and much more!

Pipefy’s Shared Inbox improves your team’s message management and customer communication. As messages are saved on the platform, you guarantee quick responses and, with that, can significantly increase your customers’ satisfaction. You can also assign messages to specific team members, getting rid of the chaos in your mailbox.

In addition, you can also connect your Customer Onboarding Template to other processes. With this, you will centralize all your operations on a single platform and share information between areas and teams.

You’re also able to integrate Pipefy with other software like SalesForce and Zendesk to transfer data from one tool to the other.

Pipefy’s customer onboarding process template comes with a pre-defined process so you don’t have to start from scratch. You can customize it according to the characteristics of your business and your customers.

As an administrator, you are free to customize the client onboarding template, creating and deleting fields such as lists, dates, deadlines, alerts, labels, checklists, text fields, and much more. In addition, you can choose who has access to your process, plus add users as guests.

Monitoring the performance of a Customer Onboarding process is vital to identify opportunities for improvement or bottlenecks. With Pipe Reports, you check detailed data of your process inside phases and cards.

With Dashboards, you can create custom charts to show exactly what data you want to analyze. You might consider reviewing the number of cards per phase, lead time, customer size, number of onboardings completed per month and much more.