Customer Onboarding Form

Customer Onboarding Form — Form Fields

This sales template includes 8 fields. Kick off new customer relationships on the right foot with a structured onboarding intake. Collect setup preferences and key contacts to ensure a smooth and successful launch. Free to customize and use on ZenBuild.

• Primary Contact Name (text, required)
• Primary Contact Email (email, required)
• Technical Contact Email (if different) (text, optional)
• Company Name (text, required)
• Industry (dropdown selection, required) — options: Technology, Healthcare, Finance, Retail / E-commerce, Education, Other
• Which integrations do you need configured? (checkboxes, optional) — options: Salesforce, HubSpot, Slack, Google Workspace, None at this time
• Preferred Kickoff Call Time Zone (multiple choice, required) — options: Eastern (ET), Central (CT), Mountain (MT), Pacific (PT), UTC / Other
• Specific Goals for the First 90 Days (long text, optional)