What does the customer onboarding form template ask?

8 questions: What's your name? Who's the main contact? And a phone number? Which company are you with? What's your job title? What does success look like in 90 days? What do you need help setting up? Preferred date for a kickoff call

How do I use this template?

Press Use this template and it opens in the ManyPI form editor. Change the questions, the wording and the design, publish it, then share the link or embed it on your website. Every response becomes a lead in the list you choose.

Customer onboarding form template

Onboard new customers with the goals, contacts and setup details you need.

Use this template

8 questions
About 1 min
SaaS & startups

Welcome aboard!

Let's get you set up. This takes about three minutes.

press Enter ↵

Takes 1 min

Try it. Nothing you type is sent.

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