Customer onboarding form template
Onboard and retain customers with a customer onboarding form
Provide a simple form for customers to express interest or raise queries
Customer inquiries shouldn’t be clogging up your inbox. Use a customer inquiry form to collect questions and demo requests in a central place, making it easier for you and colleagues to manage them and take action.
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.
Unlike other ways to manage customer inquiries, a form allows you to collect all the information you need from customers in a single interaction. No emailing or calling back and forth.
Save time and create a more streamlined process with a customer inquiry form. Capture the information you need to quickly action the request and provide a great customer experience.
Don’t fall into the trap of siloed tasks or data. It’s important that you can manage inquiries alongside colleagues, by collecting and managing them in a central place. Whether that’s within Typeform, or in a spreadsheet by simply exporting the form data.
You can even integrate with a number of business tools, like Slack to get instant notifications when a form has been completed. Or, you could send the data to a task management tool like Asana or Monday.com where you can manage your response and actions to inquiries.
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