Customer onboarding is the process of introducing new customers to your product through support and tutorials. No matter what products or services your business offers, create a successful customer onboarding experience for new users with this free online Customer Onboarding Template. To get started, simply enter information about customers into the spreadsheet manually — or set up a customer registration form that automatically adds submission data to the spreadsheet! You’ll be able to view your Customer Onboarding Template from any device, ready to be downloaded, printed, and shared in just one click.
Customizing this Customer Onboarding Template for your business doesn’t require any coding. Just drag and drop to add more tabs for onboarding tasks, assign tasks to fellow team members, and add rows, columns, and color-coded labels to help you stay organized. With an online Customer Onboarding Template, you can more easily keep track of onboarding tasks per customer, check off items with ease, and turn new customers into loyal ones!