Customer Onboarding Template Set
The Customer Onboarding template set provides all the tools you need to effectively onboard new customers to your product or service in a scalable way.
![](/sites/default/files/2021-05/template-set-tile.png)
Capabilities
- Organize onboarding activities in a detailed schedule
- Centralize onboarding assets in a custom portal for you and your customer
- Track the status of key tasks and mitigate potential risks
![](https://i.ytimg.com/vi/0NNM6zmNUk8/maxresdefault.jpg)
![](/sites/default/files/OpsCon_customer%20onboarding_0.png)