Customer Onboarding Plan Template

Hi Team,

This is a short guide highlighting some key 'getting started' resources.

As we move forward with onboarding, this page will continue to get built out.

If you have any questions, please let me know! You can also always reach our support team using the "?" icon in the bottom right corner of your account.

Best wishes

Representative Name
Representative Role

E: email@company.com
M: XXXXXXXXXX

Below is a summary of our onboarding journey and video recordings of our training sessions.

Your Team's Tools for Admins

Customer Onboarding Plan Template

Hi Team,

Below is a summary of our onboarding journey and video recordings of our training sessions.

Training Summary

Admin Training

Your Team's Tools for Admins

Account Setup - Getting Started

Account Setup

Getting Started

Tools

Have questions? Schedule a chat below with us

Qwilr Support Team

Qwilr Help Center

How-To Videos

Qwilr Webinars

If you need help with your account during your training period, reach out to me at help@company.com

Customer Onboarding Plan Template

Hi Team,

Below is a summary of our onboarding journey and video recordings of our training sessions.

Training Summary

Admin Training

Your Team's Tools for Admins

Account Setup - Getting Started

Account Setup

Getting Started

Tools

​Have questions? Schedule a chat below with us

Qwilr Support Team

Qwilr Help Center

How-To Videos

Qwilr Webinars

​If you need help with your account during your training period, reach out to me at help@company.com

Have questions? Schedule a chat below with us

If you need help with your account during your training period, reach out to me at help@company.com