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Customer Onboarding Template

Use this plug-and-play template to get started with Pipefy for Customer Onboarding and customize anything you want along the way.

How this template will make your work easier

This is why thousands of companies are choosing Pipefy

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Enforce customer onboarding rules

By setting clear business rules for each type of customer, your customer success team will make sure steps are being followed and customer expectations are being met.

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No more messy emails and spreadsheets

Centralize customer onboarding in one place and gain full visibility on what’s happening with all customers. Execute on their exact needs and boost activation and adoption rates.

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Increase Customer Satisfaction

By making sure all of the agreements and milestones are delivered, your team will deliver accurate value to your new customers, ensuring their happiness and boosting satisfaction rates.

All the steps for creating a great first impression on your Customer Onboarding

From welcoming customers to training them, Pipefy standardizes the onboarding in order to save time and boost adoption

1

Backlog

New customers start here. Assign a team member to oversee their onboarding, segment them to better handle their needs and check sales information.

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2

Welcome

Prompt them to schedule a welcome meeting with an email template. Log the customer needs, expectations and questions here.

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3

Implementation

Set main milestones for success and due dates for the end of the implementation, as well as training for the customers.

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4

Follow-Up

Follow-up with customers on how it’s going. Set reminders for regular check-ins after implementation. Log notes on their feedback.

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5

Closure

Monitor customer activities until they’re fully active on product/service usage and milestones are reached to finish onboarding.

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6

Done

The cards of the completed onboarding processes with all the information gathered go here.

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7

Archived

You will find the cards of the customers that, for some reason, didn’t go through the whole onboarding processes with all the necessary information here.

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Start processing your Customer Onboarding with Pipefy today

See how looks like in Pipefy

Watch the video and have a glimpse of how you’ll improve your work using Pipefy.

You’ll be in great company

Companies of all sizes around the world trust Pipefy to help them streamline and take control over their processes. This is one successful story:

American Subsidiary of Global Bank

Uses Pipefy to onboard customers and vendors and plan sprints.

Why they chose Pipefy:

  • To have clearly defined owners and the required information for each step;
  • To remove the manual errors that existed in previous processes;
  • To make sure all parties can easily review statuses and receive automated notifications.
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Companies that reap the benefits of implementing Pipefy:

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Integrate Pipefy with your favorite tools and apps

Easily enable native apps like Slack, GitHub and Google Hangouts and integrate with hundreds of other tools via Zapier. Or, if you prefer, access our public API, that uses GraphQL data query language that is flexible and returns predictable results.

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Start processing your Customer Onboarding orders with Pipefy today