Customer Onboarding Generator for SaaS
From signup to first value, with the steps that matter. Welcome every new customer with one link: the plan, the checklist, how-to guides and an AI agent that answers setup questions, so they go live faster.
- Free
- No sign-up
- Ready in about a minute
- A live link with an AI agent
How it works
Your customer onboarding in three steps
- 1
Answer a few questions
Only what this job needs. Add files or a website if you have them.
- 2
WZRD builds it
An onboarding hub that gets new customers live, laid out and written for you in about a minute.
- 3
Share one link
People open it, explore, ask its AI agent anything and act. Edit everything after.
For SaaS
What to put in yours
The tool above takes it from there.
Set a first-week checklist that leads to one real result
Add short how-to videos for the three core tasks
Show who their onboarding contact is and how to book a call
What you get
An onboarding hub that gets new customers live
Not a PDF or a Word file: a live page people open from one link, explore, ask questions in and act on. You can edit everything after.
A welcome and the goals of the first weeks
The onboarding plan and milestones
A checklist the customer works through
Guides and videos
Who to contact
An AI agent that answers setup questions
Live example
See one it made
Built with this tool. Explore it and ask its agent anything. Open it full screen
Try the live demo
Tap to open it
Explore the room and ask its AI agent anything. It can talk, so you may want sound on.
Also made for
A customer onboarding for your kind of work
Each one asks the right questions and knows what to include.
- Customer Onboarding GeneratorFor anyone
- For agenciesKick off every client the same, polished way.
- For professional servicesWhat you need from the client, and what happens when.
- For landlordsMove-in, rules, payments and who to call.
- For clinicsPrepare new patients: forms, what to bring and what to expect.
- For gymsTurn new sign-ups into regulars in their first month.
- For car dealershipsFrom handover day to the first service, for every new owner.
- For schoolsWelcome new families: forms, uniform, dates and who's who.
- For coachesStart each client with goals, logistics and the first session booked.
- For financial advisersGather what you need to advise and explain what happens next.
- For insurance providersHelp new policyholders understand their cover and how to claim.
- For coworking spacesGet new members working on day one: access, wifi, rooms and people.
Show all 20Show fewer
- For law firmsOpen the matter fast: engagement, ID checks and the documents you need.
- For managed ITTake over a client's IT with a clear switch-over plan.
- For marketplacesGet new sellers listed and selling in their first week.
- For wholesale suppliersOpen new trade accounts with terms, ordering and delivery explained.
- For solar installersFrom signed contract to switch-on, step by step for homeowners.
- For payment providersTake new merchants from approval to their first payment.
- For nurseriesHelp new parents settle their child in, week by week.
- For logistics providersSet up new shippers: the account, the integration and the first pickup.
Next in this work
What usually comes next
Made one? These open with your details filled in from the editor.
Questions
About the Customer Onboarding Generator
Can one hub serve every new customer?
Yes. Make one for all customers, or one per customer with their own plan and names.
Will the agent make things up?
No. It answers from what you give it, and hands anything else to your team.
Make your customer onboarding now
Free, no sign-up needed. A link to share in about a minute.
Create the onboarding hubMore tools
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