Customer Onboarding Checklist for Marketing Agencies

Settling a new client into your business and establishing a good relationship is one of the best ways to reduce churn. Use this template for new customers of your company. Using MightyForms Save and Resume Functionality you can continue editing this form even with a big intervals.

Design & Personalize

Use this free template and customize your Customer Satisfaction Surveys anyway you like. With MightyForms’ drag & drop editor, you can easily add, edit and delete a variety of fields. Include your logo and the colors and theme of your choosing. Any edit you make to the theme of the form is saved to your account, so you can use it on other forms. Add a personalized pop-up or confirmation e-mail to your respondents.

Publish & Integrate

Publish your Customer Satisfaction Surveys with a click of a button. Just copy and paste the code to embed it on a website, send it to an email list or share it over social media. You can integrate your Customer Satisfaction Surveys with Google Tag Manager and Google Analytics, that way you can more easily keep track of how well it is performing. You can also integrate your form with thousands of apps through Zapier.

Collect & Share

Keep track of real-time results and views of your forms right on your MightyForms account. Our templates are 100% responsive, so your respondents can fill out your Customer Satisfaction Surveys from any device. Edit existing entries and download the reports anytime. You can also customize notification emails to be sent to you and members of your team, optimizing your workflow and keeping everyone on the same page.

Discuss the template