Customer Onboarding Form Template
Collect the information you need from new customers.
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.
Fields in this template
- Company name*Text
- Team sizeSelect
- Primary use case*Select
- TimezoneSelect
Every field is customizable — add, remove, or reorder in the editor.
Kickoffs that start ahead
Walk into the first call already knowing the use case, team structure, and goals — and spend the time on strategy.
Segment from day one
Use-case and team-size answers feed your CS tooling, so playbooks and check-ins match the customer profile.
No detail lost
Everything lands in one structured record synced to your CRM — not scattered across email threads.
How to use this template
- 1
Click "Use this template" and sign in (free plan works).
- 2
Adapt the questions to your onboarding playbook.
- 3
Send automatically after purchase or include it in your welcome email.
- 4
Sync responses to your CRM or CS platform.
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.
Launch your customer onboarding form in minutes
Start from this template, make it yours, and publish — free.