SaaS onboarding survey template

It’s great to have you on board!First up, who’s your main contact?Please fill in their email addressDo you need an in-house product expert?Remember, you’ll always have our 24/7 helplineGreat! What will you need help with?If you're not sure yet, you can always fill in a new form when you need to

General set up, Internal permissions, Tips and tricks, Customer sign ups

Finally, why did you choose us?Psst! We might use this as a testimonialThanks so much. We can’t wait to get started!

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SaaS onboarding survey FAQs:

Sure, if you’re a SaaS company, you’ll probably have a customer onboarding process already. But we’re not telling you to reinvent the wheel, just to upgrade it. Your customers are making a huge investment and they want to get some bang for their buck. A smooth, intuitive SaaS onboarding survey can be a big turn-on for companies who want software they can rely on. And at the end of the day, would you trust a software company whose onboarding is stuck in the 90’s?

It’s cheesy, but it’s true–you never get a second chance to make a first impression.

Nowhere is this more important than in the software as a service industry. With this SaaS onboarding survey template, you’ll see how simple and beautiful your processes can be. Brand it your way, use intuitive Logic Jumps, and give it that personal touch to instill confidence in your customers from the get-go.