Loop – Customer Onboarding template

Microsoft Loop template details: Manage the entire process of your client’s onboarding, from the kick off meeting till the implementation and training on client’s end. Gain visibility into the progress of the onboarding, track how much time was invested, and align everyone internally on where things stand. This template is currently on our list for Loop templates to build. Join our waitlist to be the first to know when it launches.

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Microsoft Loop – Customer Onboarding template

Manage the entire process of your client’s onboarding, from the kick off meeting till the implementation and training on client’s end. Gain visibility into the progress of the onboarding, track how much time was invested, and align everyone internally on where things stand.

Why have your Customer Onboarding template in Loop? You can set up your business templates in Microsoft Loop as standalone pages (like Google Docs or Word) with the components you need. To create a Microsoft Loop teams template, click on the New button in your workspace then choose +New template. Name your template, add the details of your template and you’re ready to go.

Why use Microsoft Loop for your business workspace, wiki or knowledge base?

Loop is the powered-up workspace for your documents. While Google Docs and Word Docs can get lost in folders or amongst other files, Loop templates can be structured as within workspaces so you can easily manage hundreds of files & templates easily. You might choose to store your Customer Onboarding template in a department workspace or you can set up your document within your own workspace.

Need a different Microsoft Loop template?

If the Customer Onboarding template isn’t exactly what you want, use our site search to look for other Loop templates or get in touch to request a custom Loop template.

Template Type

Premium

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