Templates

Customer Onboarding Form Template

Collect the information you need from new customers.

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About this template

The first week sets the tone for the whole customer relationship. This onboarding template gathers account setup details, team info, and success goals before the kickoff call — so your team walks in prepared and the customer feels momentum from day one.

Account setupPreference collectionTeam info

Fields in this template

Customer Onboarding Form
  • Company name*
    Your answer
  • Team size
    Choose an option
  • Primary use case*
    Choose an option
  • Timezone
    Choose an option

Every field is customizable — add, remove, or reorder in the editor.

Why this template

Built to convert from day one.

Kickoffs that start ahead
Walk into the first call already knowing the use case, team structure, and goals — and spend the time on strategy.

Kickoffs that start ahead

Segment from day one
Use-case and team-size answers feed your CS tooling, so playbooks and check-ins match the customer profile.

Segment from day one

No detail lost
Everything lands in one structured record synced to your CRM — not scattered across email threads.

No detail lost

Getting started

How to use this template

  1. 1

    Click "Use this template" and start your 7-day free trial.

  2. 2

    Adapt the questions to your onboarding playbook.

  3. 3

    Send automatically after purchase or include it in your welcome email.

  4. 4

    Sync responses to your CRM or CS platform.

FAQ

Frequently asked questions

What should an onboarding form ask new customers?

The minimum your team needs to personalize setup: primary use case, team size and roles, success criteria, and any technical constraints. Save nice-to-know questions for later check-ins.

When should customers receive the onboarding form?

Immediately after purchase, while motivation is highest. Automate the send from your CRM or billing tool the moment a deal closes.

Can the form adapt based on the customer’s plan?

Yes — conditional logic can show enterprise customers different questions than self-serve signups.

Can responses go to my CS platform automatically?

Yes, via native CRM integrations or webhooks to tools like Vitally, Gainsight, or your own systems.

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Launch your customer onboarding form in minutes

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