TEMPLATES
Hands-on SaaS Onboarding Template
Use this template to run an onboarding process for your customers to get up and running with your SaaS product.
To create a free Coordinate account with this template, click here:
Template Overview
Congrats on the new customer! Now it's time to get them up and running successfully with your product! Our Enterprise SaaS Onboarding guide is broken into four areas:
- Kickoff and Implementation - In this phase you'll help your customer get everything they need to get up and running with your product, whether that's configuring the system, performing integrations, or anything else.
- Training and Go-Live - In this phase, your customer is ready to start using your system in product, so it's time to train them and officially go-live.
- One-Month Checkin - Once they're live, it's important to check in with them. In this phase, you'll have collect feedback and meet with your customers to see if they need anything.
- Questions and Feedback - This section enables your customers to ask questions and provide feedback in a way that you can track and respond to.
A quick note, our SaaS onboarding is intended for hands-on projects, where you're going to help customers adopt and get up and running with your software.
