Customer Success & Support template
Customer onboarding portal
Guided setup, owners, resources and milestones, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Relay CRM onboarding for Mercato Logistics). Explore it and ask its agent anything.
What's inside
Get a new customer live: the plan, owners, setup steps, resources and help in one place. WZRD AI fills these tabs from your material.
Welcome
Welcome aboard and Your planSetup
Setup steps and ProgressLearn
Resources and Getting startedHelp
Your team, Common questions and Ask for helpIts AI agent: Onboarding guide
Walk new customers through setup from the plan and guides. Tell them their next step. Log help requests.
Who it's for
- Made by CSM, Support Leader, Implementation Manager and Account Manager
- For new customer team, customer sponsor, end users and renewal stakeholders
- In SaaS, Fintech, Enterprise Software and Services
When to use it
- At contract signature: a CSM sends it to the new customer team
- During implementation: a Support Leader sends it to the customer sponsor
- 30 days after launch: a Implementation Manager sends it to the end users
- Before executive review: a Account Manager sends it to the renewal stakeholders
- Before renewal: a CSM sends it to the new customer team
What WZRD needs
- Help center + account data
- QBR notes + analytics
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a customer onboarding portal for SaaS at contract signature, using my help center + account data.
Questions
What is a customer onboarding portal in WZRD?
Guided setup, owners, resources and milestones, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Projectroom.
What do I need to make one?
Usually help center + account data and QBR notes + analytics. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by CSM, Support Leader, Implementation Manager and Account Manager, for new customer team, customer sponsor, end users and renewal stakeholders.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a customer onboarding portal for SaaS at contract signature, using my help center + account data." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.