Onboarding kickoff

Collect essential new customer details to personalize their SaaS onboarding experience efficiently.

Hosted by Kofi · 8 questions

Every question in this template

Kofi asks each of these questions on video, in this order.

01
Your company website
Website
Kofi says: “First, share your company website, so I can learn about your business.”
02
Which industry are you in?
Dropdown
Kofi says: “Which industry best describes your company?”
Software and technology · Agency or consulting · Retail and e-commerce · Healthcare · Education · Financial services · Manufacturing · Nonprofit · Other
03
Are you moving over from another tool?
Yes or no
Kofi says: “Are you moving over from another tool or a spreadsheet?”
04
What does success look like in ninety days?
Video, voice or text answer
Kofi says: “Picture three months from now. What does success look like for your team?”
05
Your target go-live date
Date
Kofi says: “When would you like your whole team up and running?”
06
Who's leading the rollout on your side?
Contact details
Kofi says: “And who's leading the rollout on your side?”
07
Which tool are you moving from?
Short answer
Kofi says: “Got it. Which tool or system are you using today?”
08
Upload a sample export of your data
File upload
Kofi says: “If you can, share a sample export, and we'll prepare your import.”