Many teams focus their onboarding efforts on making sure their customers know how to get started with their service or product, but the most essential objective is to prepare customers for long-term success.
Related: Everything You Need to Know About Customer Education (+ How to Do It)Įstablish clear goals for your onboarding process SaaS Onboarding Email Templates & Examples (Messaged)-Browse hundreds of real email examples to see what leading SaaS companies are including in their onboarding emails.ġ0 New Customer Welcome Email Templates (ProProfs)-These ready-to-use welcome email templates can help you build stronger relationships with new customers. The following templates will guide you on how to communicate with your customers from day one:Ĭlient onboarding email templates (LiveAgent)-You’ll find five onboarding email template ideas and a long list of subject line examples.ħ welcome email templates for nurturing new customers (Nutshell)-Nutshell provides real-life examples for each welcome email template so you can visualize the final version.įree email templates for onboarding new clients (GoDaddy)-A succinct assortment of email ideas you can use with minimal modifications. You can also use your email signature here to provide more information to the customer and point them to helpful links like your help page or contact details. For example, if your product is a SaaS tool that helps small businesses run better, consider including an introduction to the features and benefits of the product in your email series.
#ONBOARDING CHECKLIST TEMPLATE WORD SERIES#
Welcome and educate new clients with these customer onboarding email templatesĪ welcome email series that triggers when a new customer is acquired can save you a considerable amount of time and ensure you’re not missing out on important touchpoints. There’s something so satisfying about checking that little box.Ĭlient Onboarding Checklist for Small Businesses (HoneyBook)-HoneyBook keeps it short, sweet, and to the point in this checklist that’s ideal for small businesses. It’s a great questionnaire for sharing across teams.Ĭlient Onboarding Questionnaire Template (AgencyAnalytics)-Download this checklist if you want a literal checklist. New Client Onboarding Questionnaire (HubSpot)-This template is visually appealing and covers a wide swath of preboarding questions. These templates will help you make sure your onboarding process starts off on the right foot: This sets expectations and guides the customer’s onboarding journey. Ask your point person why they chose your company and what they hope to achieve by using your product or service. You’ll need to know who your point of contact is and get information about other stakeholders. Pre-onboarding is a great time to collect key information about your customers. Preboarding also prepares you and your client for the onboarding process as you develop a strong working relationship. The goal of pre-onboarding (or preboarding) is to gain an understanding of your customer’s needs and expectations for your product or service. Onboarding actually starts before you and your customers dive into the details of your product. Start strong with pre-onboarding templates
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