Sales and data template
Customer Onboarding template
Welcome, kickoff, setup, train, then go live. This template has 8 shapes: 2 people and teams.
Free plan, no card. Opens in the Wavelength editor.
- Customer Signs Up Start
- CS Lead Person or team
- Kickoff Call Step
- Onboarding Specialist Person or team
- Project Plan and Setup Step
- Training Step
- Account Live End
- 30-Day Check-in Step
When a new customer signs up, the CS lead sends a welcome email and schedules a kickoff call. In the kickoff we collect their goals and assign a dedicated onboarding specialist. The specialist builds a project plan and sets up the account. When setup is done, the customer moves into training. After training, the account goes active and the CS lead books a 30-day check-in.
Wavelength drew this flow from the conversation above. Say your own version and it draws yours.
Who uses this template
Sales engineers use it as a starting point. Lead flows and data pipelines that come up on discovery calls. See how sales engineers use Wavelength.
Start from it
Open the template and the flow is on the canvas, laid out and ready to edit.
Change it by talking
Say what is different in your team. Wavelength adds, removes, and renames the shapes for you.
Send it
Share a link, or export to PNG, PDF, PowerPoint, draw.io, BPMN, or an SOP document.
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Questions
Is the customer onboarding template free?
Yes. Every Wavelength plan can open this template, the Free plan included. The Free plan saves up to 5 flows and needs no card.
Can I change the template to match my process?
Yes. Open it, then describe what is different in your team, by typing or by holding the mic. Wavelength edits the flow to match. You can also drag, rename, and delete shapes by hand.
What can I export the template to?
Exports include PNG, PDF, PowerPoint, draw.io and Lucidchart, BPMN 2.0, Mermaid, an SOP document, n8n, and a CSV of steps.
Open the customer onboarding template
It opens in the editor, ready to change by talking.