Customer Onboarding Plan Template
Guide your customers through onboarding with a personalized, and interactive customer onboarding plan.
About this template
This template is for customer success managers wanting to automate aspects of the onboarding journey. CSM’s spend a great deal of time developing training material and sharing them with customers. This Qwilr template makes onboarding and training customers simple and interactive. Customer success teams can create one onboarding template that’s always up to date, and personalize it for each and every customer, while keeping it consistent and repeatable. Instead of sending multiple attachments strewn across email chains, success managers can send one URL and continually update the page as training and onboarding progresses. Move your team into a modern onboarding approach with Qwilr’s interactive templates, built for the web.
How to use this template
- Customer success managers can create a home for training and set up information
- Build a 90-day plan into the template to guide customers through their journey post sale
- Use the plan to get buy-in from stakeholders and create transparency and trust throughout the onboarding process
- Embed easy links and references so customers know where to go for information
- Keep the summary and discussion points in one place and always up to date
- Connect with common CRMs (Salesforce and Hubspot) to generate a personalized implementation automatically for every customer
- Communicate the key point of contact and how customers can reach you
Qwilr helps modern sales teams wow their buyers and drive revenue through engaging web experiences.
Web content builder
Drag and drop your way to beautiful sales collateral with our powerful editor.
Empower buyers with interactive pricing plans and quotes.
Add security features like password protection and link expiry to protect sensitive content.
Add your brand colors, logos, and custom fonts.
Optimized for mobile
Every Qwilr page is automatically optimized for mobile views.
Get deals signed on the spot with built-in e-signing ability.
Build a library of re-usable content for your sales reps to make every piece of collateral up to date and aligned to the company brand.
Track buyer engagement
Know what your customers are engaging with by tracking views, clicks and time spent on each web page.
Add Calendly links, videos, surveys, Looms, GIFs and more to every page.
Frequently Asked Questions
Start winning with Qwilr today
Start a free trial or get a personalized product demo from the Qwilr sales team.