Form · Customer success
Product onboarding form template
Asks new customers for their goal, their team and what they want to set up first, so your welcome can be about their job instead of a generic tour. People switching from another tool are asked what they're leaving and whether data needs to come across, and anyone who wants a walkthrough is asked for a number and a date.
Try it live
Try it as a respondent
Every question, and where it leads
The conversation
What a respondent is asked, in order.
Welcome! Tell us a little about what you're here to do and we'll help you get started.
What's your name and email?
Which company or team are you with?
What's your role?
How many people will use it?
Which of these sounds most like you?
What are you using today?
Do you need to bring existing data across?
What would make your first month with us a success?
Put these in the order you'd like to set them up
How comfortable are you with tools like this?
Is there a date you need to be up and running by?
How would you like to get set up?
What number should we call?
Which day suits you for the call?
Endings
You're ready to go 🚀
Walkthrough requested 📞
The flow
Where each answer leads. Every route here is editable once the form is yours.
Contact info
Short text
Dropdown
Single select
Single select
Short text
Yes / No
Long text
Ranking
Opinion scale
Date
Single select
Phone
Date
What this template uses
- Contact info
- Short text
- Dropdown
- Single select
- Yes / No
- Long text
- Ranking
- Opinion scale
- Date
- Phone
- 4 branches
- 2 endings
Questions to consider
- What are the first three things a new customer must set up before your product is useful?
- Which tools do people usually switch from, and can you help them bring data across?
- Who on your team takes walkthrough calls, and how many can they fit in a week?
- Should the form be shown right after sign-up, or sent by email a day later?
How to use the responses
Use the ranking and goal answers to choose which welcome emails or guides each customer gets, rather than sending everyone the same tour. Customers switching tools who need data brought across are the most likely to stall, so reach out to them first. Look at the comfort scores over time: if most new customers say they're new to tools like yours, your first screens should explain more.
How to customize and share it
- 1Replace the ranking items with the real setup steps in your product.
- 2Edit the starting point options to name the situations your customers usually come from.
- 3Show the form straight after sign-up or link it from your welcome email.
Frequently asked questions
What should a product onboarding form ask?
Who the customer is, their role and team size, what they want to achieve, what they're switching from, and what they'd like to set up first. That's enough to tailor the first week.
When should new customers fill in an onboarding form?
Right after they sign up, while they remember why they came. Keep it short so it doesn't stand between them and the product.
How do I use onboarding answers to reduce churn?
Follow up with the customers most at risk, such as those switching from another tool or new to your kind of product, and send each group help that matches their goal.
Can the form offer a setup call only to people who want one?
Yes. This form asks how each person wants to get set up and only asks for a phone number and a date when they choose a walkthrough call.