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Customer Onboarding

Customer Onboarding is a crucial process that involves activities designed to help customers get familiar with, and start using a product. It also includes steps to help customers adapt to the product's learning curve and integrate it into their business operations.

Workflow template includes the following steps

Step 1 — Welcome the Customer

This is the first step in the onboarding process where you make the customer feel welcomed and valued.

Due Date

Output Field Conditions

Step 2 — Understand Customer Needs

In this step, you gather information about the customer's needs and expectations to tailor the onboarding process accordingly.

Output Field

Step 3 — Product Walkthrough

This step involves providing the customer with a comprehensive guide on how to use the product.

Due Date

Output Field Conditions

Step 4 — Provide Support and Resources

In this step, you provide the customer with resources such as user guides and tutorials, and offer support to help them get the most out of the product.

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Conditions

Step 5 — Follow-up and Feedback

This is the final step where you follow up with the customer to ensure they're satisfied with the product and gather feedback for improvement.

Output Field

This workflow template can be used as is or edited, added to and expanded upon. You can delete steps you don’t need or add steps specific to the operations of your company.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

The Purpose of Customer Onboarding

Having a well-structured customer onboarding process is essential for any business. It is the first real experience customers have with your product and can set the tone for the entire relationship. A successful onboarding process not only reduces acquisition costs but also turns users into brand advocates. It’s an opportunity to show customers how to get the most out of your product, answer their questions, and address their concerns. This can lead to increased customer satisfaction, improved customer retention, and ultimately, higher revenue. Onboarding is not just about teaching customers how to use a product. It’s about providing them with the tools and knowledge they need to achieve their goals with the product. This involves understanding their needs and expectations, and tailoring the onboarding process to meet these. It’s also about building a relationship with the customer, making them feel valued and supported. This can result in increased loyalty and advocacy, as customers who feel valued are more likely to recommend your product to others. A well-executed onboarding process can also help you gather valuable feedback and insights. This can help you understand what’s working well and what needs improvement, enabling you to continually improve your product and the customer experience.

Streamline your business process by deploying our library workflow template
and then customizing it to best meet your needs

Let Pneumatic Build a Unique Template for You

Pneumatic revolutionizes workflow management by leveraging AI to create custom workflow templates based on user-supplied prompts. Here’s how it works: you provide a brief description of the business process you need. Pneumatic’s AI algorithms analyze the prompt to understand the requirements, and specific tasks involved. Within minutes, a bespoke workflow template is generated in perfect alignment with your specific needs and requirements.

With Pneumatic’s AI-powered workflow template generator, you can engage in full-fledged business process discovery: just describe what’s going on at your company and Pneumatic will formalize it for you as a workflow template.

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You can further customize the generated workflow template by inviting team members and assigning tasks to them, setting deadlines for each workflow and task, and adding conditions and variables to direct the flow of execution and information through each workflow.

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