Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Collect up to 3.5x more data with Typeform
Keep clients motivated with a plan made just for them
Let your typeform automatically offer a tailored course to your customers. If you’re a Square user: this template (or any other typeform) can be embedded into your store thanks to our Square integration.
With Typeform, you can 
customize everything
Change text, colors, and even logos to match the 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 300+ tools including Slack, Zapier, and HubSpot.
Customer onboarding form template FAQs:
Step one is making sure your customers are using the right product or service from you. Use a customer onboarding form like this one and then offer them a plan based on their needs. This will help you in the long run to maximize retention and keep customers happy. Starting out with a template gives you a great base of where to get started. You can then tweak and customize your onboarding process based on customer feedback.
It is super quick and easy to make use of this customer onboarding template: simply click “use this template” and sign in to or sign up for your Typeform account. You can then customize and edit the template as much as you want in our easy, no-code builder.
Typeform is the only product recommendation quiz for Square Online. It couldn’t be easier to embed your typeform into your online Square store thanks to our exclusive integration. Get started right away!
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