Features of Xtensio’s Customer Onboarding Checklist Template: User-Friendly Interface:Our template is easy to use. You can start organizing your onboarding process with a simple and clear layout. Customizable Checklists:Make the checklist yours! Adjust it to match your brand and what your busines...
Create an effective onboarding program with new hire checklists, planning templates for Excel and Word, an onboarding feedback form, and more.
On this page, you'll find many helpful client management and tracking templates, including a CRM template, client intake templates, client profile templates, client log templates, client info sheets, and onboarding checklists and templates.In...
If you serve that client base, you can use this business/corporate intake form template to gather important client information like business name, related companies, and contact information; their business-specific details (e.g., bank, primary legal counsel, etc.); and services they want you to...
Day in the Life Journey Map Used 679 times Use Template Customer Onboarding Checklist Used 57 times Use Template Frequently Asked Questions Used 43 times Use Template Trusted by 307,218 professionals across the world. Xtensio is a collaborative workspace that simplifies the process of developing...
Improve your employee onboarding program by understanding what’s working and what’s not with this free survey template.
This is a simple SaaS email template that works well for different types of onboarding emails. This template can cover everything from a welcome email to a notification about a trial period or product update. You can even use it for newsletters. The header and the footer give a nice frame...
Onboarding doesn’t seem as user-focused and comprehensive as other tools. 4. Neo: Best for Creating a Custom Email Without a Domain Image Source Type of email: Webmail (Email Client available for iOS) Core Features Custom email addresses with a free domain name. Read receipt functionality fo...
Customizable: use your logo, add your color scheme, change the email template and even customize the bot to your liking. No one will know you are using ChiefOnboarding. Transparency, freedom, and privacy: ChiefOnboarding is completely open-source and licensed under AGPLv3. ...
The manufacturing template helps with onboarding, especially for new employees. Because it’s a high-level view of the process, including suppliers, inputs, outputs, costumes and so forth, it visualizes how everyone in the process receives materials and identifies areas of improvement to add ...