Customer Onboarding
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.
![](https://cdn.bfldr.com/NPAHRZNF/at/kk7mcrw3gz5nm673cn6fgmwr/2025806605117316_Customer_Onboarding.png?auto=webp&format=png)
Description
* 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
Complexity
Medium
Instructions
Setup informationMore Support
Process Map
Template preview
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