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.Use this Template
New customers start here. Assign a team member to oversee their onboarding, segment them to better handle their needs and check sales information.
Prompt them to schedule a welcome meeting with an email template. Log the customer needs, expectations and questions here.
Set main milestones for success and due dates for the end of the implementation, as well as training for the customers.
Follow-up with customers on how it’s going. Set reminders for regular check-ins after implementation. Log notes on their feedback.
Monitor customer activities until they’re fully active on product/service usage and milestones are reached to finish onboarding.
The cards of the completed onboarding processes with all the information gathered go here.
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.
Start processing your Customer Onboarding with Pipefy todayUse this Template
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.
Companies that reap the benefits of implementing Pipefy:
More Customer Sucess templates
No more forgotten requests. Centralize and control all tickets in one plane.
Easily build a flow to receive feedback and facilitate communication with customers.
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.Read more
Start processing your Customer Onboarding orders with Pipefy todayUse this Template