Pre-onboarding Customer Principles

The use of this template can allow you to efficiently complete many of the tasks you must perform before an employee starts working at your company.

You may differentiate yourself from the competition and increase customer retention with a smooth onboarding process that swiftly acclimates new customers to your product or service.

However, creating a successful onboarding process requires time and effort, both of which are sometimes in limited supply while managing existing clients on a daily basis.

With the help of these free customer onboarding templates and checklists, you can hasten the process leading to customer success. It can serve many functions, including checking employees into their new jobs, providing them with initial orientation materials, reviewing their contracts, and so forth. Try this pre-onboarding customer template to improve your work efficiency.