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The Customer Onboarding Template

Get your customers up and running as quickly as possible with our customer onboarding template. This template is packed with automation and project management capabilities to keep things moving quickly and smoothly.

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What is a customer onboarding hub?

Automate your onboarding workflows by leveraging pre-built templates to standardize and speed up the process, or build a self-service portal that will empower your tech-touch clients to onboard themselves. By streamlining customer collaboration in a dedicated hub, you can centralize all content, conversations, and process into one place. This will also allow you to track customer engagement and receive alerts if someone is at risk of churning.

  • Move from static boring spreadsheets to a collaborative platform
  • Streamline your onboarding and ensure timelines and steps are followed
  • Write notes, add attachments, and create sub-tasks
  • All activities get sent to your customers’ emails for easy reminders
  • Keep all discussions in the right context under each task

Why you need a smooth customer onboarding. ASAP

If you want to monitor the timing of each task, and help to create a more consistent and focused approach, then a customer onboarding hub is for you. Enjoy the benefits of increased visibility and communication among all stakeholders, so that everyone knows exactly what’s happening with updates, deliverables, and next steps. Ready to become seamless?

Customer Onboarding template

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Mobile Optimized

Aligned is natively built for an easy mobile experience, for both buyers and sellers

White Label

Your own logo, banner, and URL - leave your customers’ jaws dropped

Secured Sharing

Choose between 6 types of permissions, for all types of business needs

Stakeholder Mgmt.

Identify who's involved in the deal and keep them accountable


Standardize your selling by creating workspace templates for every need

Ready to level up customer collaboration to win more deals? 🪄

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