Please note, the template set download is in English only.
The Customer Onboarding template set provides all the tools you need to effectively onboard new customers to your product or service in a scalable way.
Use this template set to:
- Organize onboarding activities in a detailed schedule
- Centralize onboarding assets in a custom portal for you and your customer
- Track the status of key tasks and mitigate potential risks
Learn how to share your onboarding dashboard with stakeholders.