Product Onboarding Form Template

*Welcome – let's set up your profile*It'll only take a moment, and make your time with us doubly delightful.What's your* name*?What's *the main thing* you'll be using our product for?

Personal, Work, Study

*Personalize your experience*To make sure _you_ get the most out of us, let's tailor our product to your needs.Which of these best describes *your role*?

Marketing, Sales, Founder / CEO, Design, Human Resources, Product / Engineering, Customer Success / Support

What *industry* are you in?

Professional Services, Education, Healthcare, SaaS, Consumer Services, E-commerce, Retail and Consumer Goods, Agency (Advertising, Marketing, Design), Consumer Apps and Media

What *size* is your organization?In number of employees

Just me, 2 - 10, 11 - 50, 51 - 250, 251 - 1,000, 1,000+

What do you use for team communications?

Slack, Microsoft Teams, Email

What do you use for managing and communicating with customers and prospects (CRM, marketing...)?

Salesforce, Mailchimp, Hubspot, Klaviyo, ActiveCampaign

What do you use to collect, share and organize information?

Google docs, Excel, Airtable, Monday.com

How do you plan to use our product?

Improve workflow, Conduct analysis, Reduce time taken to perform a task

And finally how did you *first discover our product*?

Recommendation (e.g. coworker or friend), Article or link on a website, Online search (e.g. Google), Advert on social media (e.g. Facebook, LinkedIn), YouTube or banner advert, Through an integration (e.g. Hubspot, Zapier)

Fantastic—you're all set!

Collect up to 3.5x more data with Typeform

Boost your customers’ onboarding experience

By learning more about your customers and their use cases, you can provide an improved onboarding process, and guide them towards success. A product onboarding form can collect all the information you need to create an effective onboarding plan.

With Typeform, you can customize everything

Change text, colors, and even logos to match look and feel of your brand. Then embed forms smoothly onto web and email.

Make forms feel effortless to fill out. Pace questions, call people by their name, and adapt the flow based on the data they share.

Stay efficient by connecting forms to your workflow. Typeform integrates with 120+ tools including Slack, Zapier, and HubSpot.

Product onboarding form FAQs:

Your customers’ first experience of your product is essential to long-term success. Make sure they start off on the right foot with an onboarding process that’s relevant to their use case and supports any teething problems they might come across.

An essential step in creating a successful onboarding program is understanding who your customers are. A product onboarding form can help you learn more at the start of their customer journey.

We know that all businesses are different. That’s why typeforms are completely customizable, meaning you can get the responses you need to support your product onboarding process.

We believe that forms should be a joy to complete. That’s why we’ve designed typeforms to have the best possible user experience. Our product onboarding template is mobile-optimized and has just one question per page, so it feels like a conversation, not an interrogation.