Designing an onboarding solution tailored to each customer is hard, really hard. It’s not a one-size-fits-all situation, either. You’ll need to define your ideal customer profiles (ICP) and existing users to find the right onboarding journey for each group. You’ll also need to define your goals – adoption, product updates, upsell – to know your exact strategy. Sounds complicated? It’s not – we’ve compiled our top 6 onboarding templates below.
Luckily, there are loads of templates out there that help make your lives a little easier. A successful user onboarding is at the crux of both product and customer success, so it’s crucial you find the right template to meet your business goals.
In this article, we’ll show you our top 6 product-led onboarding templates, so you have everything you need to better suit your user’s needs, and rock it!
Without further ado, explore our top onboarding template picks:
Close defines itself as the help startups and SMBs need to grow. They build CRMs that focus on better communication without the hassle of manual data entry or complex UI. They’re also an all-in-one platform that offers various solutions simultaneously.
The template they offer is the Ideal Customer Profile Kit. With it, you’ll be able to create a template before building your onboarding flows, and it includes a checklist for prepping your research, sample customer survey questions based on your industry and sales approach, and downloadable ideal customer profile templates that empower your positioning. It’s ideal for the product marketing and sales team.
All of us have heard of Hubspot. It’s an American developer and marketer of software products for inbound marketing, sales, and customer service. In terms of onboarding, they offer seven customizable templates for free. There’s even a welcome packet that includes all the need-to-know information for the new customers and a timeline template that will allow you to lay out the onboarding agenda for all new customers.
With Hubspot, you can build the whole customer journey through different customer onboarding templates, meaning each template fits a different use case. It’s ideal for product marketing and customer success teams and it’s one of the easiest to use for all CRM departments.
Process Bliss is a process and workflow management platform that helps teams work better together and eliminates the chaos of running a business. It offers a customized onboarding template specialized for new users. You can import the template and then tailor it to your exact needs. Process Bliss also offers a checklist that reminds you of the different stages of the customer onboarding, and it provides you with all the info you need to gather along the way. It’s a great choice for marketing teams and product teams.
Pipefy is a low-code business process management platform that helps HR, CS, Finance & teams automate workflows. It also offers free customer onboarding templates. Those templates have a predefined funnel divided into stages, and you can edit each of them as you like and define what information to collect to ensure a seamless experience. These messages can also be customized by adding dynamic content, and Pipefy offers multilanguage support to all its users. This solution is ideal for product marketing and customer success teams.
Coda is the all-in-one tool that brings together words, data, and teams. It comes with building blocks, like pages, tables that talk to each other, and buttons that take action, so anyone can make a doc that can evolve to feel more like an app. Coda also offers an interactive customer onboarding template in which you can sign up for free. It also allows users to set and define their goal, which could be adoption, upsell, education, and others, in order to create an efficient onboarding experience. Coda is ideal for product marketing and product development teams.
FROGED is an all-in-one Product Success Platform designed for SaaS and subscription-based models with easy-to-use tools that allow you to optimize all areas of your customer lifecycle It offers different onboarding templates for use in different cases; if there’s a new user, new feature, if you’re looking to improve your engagement, retarget, and more. FROGED also offers omnichannel onboarding flows (high-quality customer experiences within and between contact channels). You’ll need to sign in with your business email to get access, and free plans are available. FROGED is ideal for product, marketing, and customer success teams.
We’ve summarized our favorite onboarding FROGED features for a better insight into what FROGED offers in just one platform:
- Product Flows: Flows can help your business improve the onboarding experience for your customers. You can use this to pinpoint the areas where users aren’t getting the most out of your product, and use this data to further optimize their onboarding journey.
- NPS: The NPS (Net Promoter Score) is a system and an indicator to measure customer loyalty and satisfaction. The NPS has a single objective: to discover the probability that a customer will recommend your company/product to someone else.
- Behavioral segmentation: Personalize your onboarding with in-app messages based on user behavior to increase product adoption and engagement. You’ll also be able to launch unique campaigns designed to boost your product usage, within our WYSIWYG editor.
- Knowledge Base: The Knowledge Base is a feature that stores documents for both your customers and your agents in case they check some relevant information. It’s a great accompanying feature to have alongside onboarding, so your customers can quickly and easily solve their doubts in one place.
Top templates for Product-Led onboarding
The product-led growth trend is not seasonal. It has been around for quite some time, and it won’t go out of style anytime soon. That’s exactly why a product-led onboarding strategy is the best solution you can make for your product and your customers today.
And now that you have a list of 6 different onboarding templates to choose from, there’s no excuse not to begin your product-led onboarding journey! If you feel like you need a little more support with getting started with product-led onboarding, check out this Saas onboarding definitive guide.