Customer Onboarding Flows [Template]

DELETE AFTER READING: Here's a generic template that you can outline and share with Scribe.

What is Scribe?

Scribe is a free extension that generates how-to guides for any process— complete with text and annotated screenshots. Here's how to get started.

Get started with Scribe today to duplicate and use this template. Here's how.

Title

For example, "Getting started with [company/tool]"

Introduction

Share your brand's basics, history, and introduction to the tool/service, explaining this article.

Body

Enlist steps or instructions that help a user get the ball going quicker. Outline processes in sequential order that familiarize your customer with your product or services.

Use Scribe to auto-generate step-by-step guides for any digital process — so you can show your customer's how it's done without losing time or causing headaches. Here's how:

Step/Feature 1 <Name>

Write a brief description of the step.

Add sub-steps by creating a step-by-step guide with Scribe. Here's a placeholder Scribe that you can replace with your own.

[Etc.]

Step/Feature 2 <Name>

Write a brief description of the step.

Add sub-steps by creating a step-by-step guide with Scribe. Here's a placeholder Scribe that you can replace with your own.

[Etc.]

Step/Feature 3 <Name>

Write a brief description of the step.

Add sub-steps by creating a step-by-step guide with Scribe. Here's a placeholder Scribe that you can replace with your own.

Add more (steps/features) as needed.

FAQ Section

A small knowledge base section with some frequent/common questions about the product or service. Answer the questions for quicker customer navigation. Here are a few examples.

How do I change or reset my password?

Here is a placeholder Scribe that you can replace with your own.

How do I contact customer service?

Here is a placeholder Scribe that you can replace with your own.

How do I contact sales?

Here is a placeholder Scribe that you can replace with your own.

See our FAQ page template for more.

Conclusion

Summarize the information and what the user has learned. Ask if they have other questions, and reach out to your support team for further guidance.