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Customer Onboarding Template

Level up your onboarding process and set your clients up for success

Use template

Build a repeatable customer onboarding process.

Studies have shown that a strong onboarding process is the key for driving customer retention, reducing churn and making sure new customers have a great customer experience.  With Dock, customer success teams build a customer journey that delights new users and creates a strong first impression.

Client onboarding checklist for new customers

With onboarding plans, customer success managers create a client onboarding checklist that makes sure new customers kickoff the relationship in the right way.

Why customers use Dock templates

There's many reasons why companies choose Dock to improve their customer onboarding process.

  • Organize team members and new users around a single shared space
  • Duplicate the customer onboarding template for new clients
  • Action plans are perfect for project management and organizing different stakeholders
  • Host different product tutorials with embedded videos and articles
  • Improve welcome emails by sharing one link with everything new clients need
  • Customer success leaders refine their customer onboarding strategy with analytics
  • Share kickoff call notes, important workflows, key metrics, automation best practices, FAQs, webinars, product tours, etc.
  • Create a custom welcome message with an embeded Loom video
  • Share example use cases from your best customers and product walkthroughs
  • Organize all follow-up in a single shared space
  • Free template (no credit card required) for client onboarding checklists and customer onboarding processes
  • Perfect for SaaS companies who want to improve their client onboarding process
  • Share all the onboarding tasks in one place
  • Align the sales process with the user onboarding and customer experience
  • Share the best way for customers to access the support team
  • Integrates with CRMs (coming soon)

Dock Features

Dock gives you the tools to transform the customer experience.

Track engagement

Understand when someone views the space and what content they care about

Get feedback

Customers share what they think via comments

Dynamic plans

Create dynamic project plans that help customers stay on track.

Secure sharing

Add password protection to spaces.

Duplicate spaces

Copy work from customer to customer in a single click.

Rich text editor

Add whatever text you want and customize to fit your needs.

Optimized for mobile

Looks good on IOS and Android devices

Custom branding

Add your logo, customer logos and custom banners.

Embeded content

Add everything from images to pdfs to links. Embed your favorite software from Figma to Google Slides to Youtube.

Dock apps integration