
Customer Onboarding Plan Template

Hi Team đ this is a short guide highlighting some key 'getting started' resources.

Onboarding Objectives
[Use the platform confidently across departments]
[Customize and launch your first live project/workflow]
[Track and analyze key metrics]
Let us know if you'd like to refine or add to these goals.
Timeline & Key Milestones đ¯
Below is a summary of our onboarding journey and video recordings of our training sessions âī¸
Training Summary
Your Team's Tools for Admins
Roles & Responsibilities đ
Rollout Tips & Best Practices đ
đŦ
Communicate Early
đ§
Use Champions
đ¯
Tie to Goals
đĸ
Share Wins
Need a slide deck or email template?
đ Just ask
Ongoing Support
Hereâs how you can reach us if you need help:
Have questions?
Schedule a chat below with us đī¸
