Onboarding
- Headline figures
- Board of customers
- Go-lives by month
- Steps due next
TEMPLATE · SALES
Customer onboarding template
Every new customer from kickoff to live, with the checklist that gets them there and the dates that matter. Add it to your workspace and it starts with your own data.
Customer onboardingExample data
| Name | Stage | Value | Owner |
|---|---|---|---|
| Brightline Clinics, 4-site rollout | Setup | 27,500 | Ola Adeyemi |
| Porto Freight, fleet tracking | Training | 16,200 | Ola Adeyemi |
| Lagoon Logistics, support plan | Live | 8,400 | Ben Ross |
| Kampala Fresh Foods, cold-chain sensors | Kickoff | 18,500 | Ben Ross |
| Klein & Co, document portal | Stuck | 12,800 | Ben Ross |
WHAT'S INSIDE
Laid out and ready on day one.
3 pages your team opens every day, each with the views it needs.
Steps
- Calendar of steps
- Table of steps
Customers
- Table of customers
- Add a customer
- Every customer's checklist
FILLED FROM YOUR APPS
Starts with your own data.
When you add it, pick where its records come from. Cadr brings them in and keeps the tool up to date as new ones arrive.
Won deals from your CRM
Every deal marked Won in the CRM arrives here as a customer to onboard.
Onboarding meetings from your calendar
Kickoff, training and go-live meetings with customers, as steps on their checklist.
ON YOUR DASHBOARD
Its numbers, where you look first.
Add the tiles that read this tool to your dashboard, and they follow every change your team makes in it.
Onboarding at a glance
7In onboarding
4Live in 14 days
1Stuck
Upcoming go-lives
MORE TEMPLATES
Teams that use this also start from
CRM
Every deal from first enquiry to signed, the companies behind them and the follow-ups that keep them moving.
See the templateProspecting
Companies that fit your ideal customer, found on the web and researched, with the people to talk to at each.
See the templateQuotes and proposals
Every quote you send with its file, what it is waiting on, and the chases that turn it into a yes.
See the templateStart from the Customer onboarding template
Add it to your workspace, choose where its data comes from, and your team can work in it today.