Customer Onboarding Free Template

The Customer Onboarding template allows your team to standardize and control the way new customers begin their journey with your company. Gain full visibility of each step in your unique process, increase speed by automating manual tasks like sending welcome emails, status updates and contracts, and provide a great customer experience at scale.

Create unbeatable experiences for your customers

An optimized onboarding process can make your customers even more loyal, which benefits them and your Customer Service Team.

Each phase of your pipe reflects a step in the onboarding process, such as welcome, implementation, follow-up and closure; all of which can be customized to your specific needs and preferences. Mandatory and conditional fields ensure that all information is filled in properly, establishing standards for an error-proof and streamlined workflow.

Kanban allows real-time monitoring of all customers in the pipe, as well as the team members assigned to perform the onboarding tasks. The calendar brings one more type of vision, alerts set clear deadlines and labels help to categorize each item of the operation. This way, no customer or task will fall through the cracks.

Boost your Customer Satisfaction

Standardized from end-to-end

Set up rules to avoid missed information or mistakes and ensure customer success. Use ready-to-go email templates.

Centralized information

Centralize all information in one place and say goodbye to spreadsheets.

Connected processes

Create connections with other processes to facilitate the handoff between teams.

Different ways to welcome your new customers

Connect the Customer Onboarding process with Sales Pipeline or Customer Feedback processes, so relevant data is copied from one process to the other and the customer’s history is always right at your fingertips. Receive external files and information that the requester has not previously entered at any phase of your process, even if they don’t have a Pipefy account. Leverage Pipefy’s Shared Mailbox to improve email management and eliminate cracks in communication with your customers. Increase their satisfaction by ensuring speedy responses to their messages. Assign email threads to your team members and get rid of chaotic inboxes.

Click any screen to view larger

It’s also possible to integrate with external platforms such as Salesforce and Zendesk. For other types of integrations, you can use our Public API. Whichever path you choose, your team will always have the necessary information to kick off the Customer Onboarding process. With repeatable steps, your team will exhibit a consistent standard of execution and speed.

Optimization to generate satisfaction

Pipefy empowers you to create a standardized process that fits the needs and preferences of your organization. Conditional fields allow the phases to adapt to different business scenarios, like company size, industry or location.

As a process administrator, you can add or edit your form fields like checklists, deadlines, labels, text fields and much more to ensure you collect all the information you need with total customization. You can also automate manual tasks, such as sending email welcome messages, status updates or requests for a meeting.

Click any screen to view larger

Keep track of your results

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.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Customer Service teams across the globe love Pipefy

Volvo Logo
Capgemini Logo

With Pipefy I can improve my customer onboarding process experience on a daily basis because I have a timeline of what happened to each customer, who helped, when, etc. Now I know exactly why a client is delayed and who is responsible for what. Also, I can easily find all the history of this client. From a manager’s perspective, it’s a great way of improving our customer experience.

Marcelo Bentivoglio CEO

Related templates

Related resources

Request a demo