Customer onboarding flowchart template

Show your team exactly what happens after a customer signs up: who reviews the application, what happens when it is approved or needs a second look, and how the customer gets to their first kickoff meeting. Every box and arrow comes from a few lines of text, so updating the process is as quick as editing a list.

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Outline

*hideKeys
[signup] Customer signs up ->[review]
[review *vertical] Review application
- Check company details
- Verify payment method
- Approve -Approved>[welcome]
- Escalate -Needs review>[call]
[call *dashed] Discovery call with sales
[welcome *vertical] Welcome sequence
- Send welcome kit
- Create their account
- Schedule kickoff ->[kickoff]
[kickoff *bold] Kickoff meeting

Diagram

What's in this template

A sign-up step that feeds into an application review
Approval and escalation branches with labeled arrows
A welcome sequence that leads into the kickoff meeting

Make it yours

Rename any step by editing its line. The arrows follow the keys in square brackets, not the wording.
Add a branch with a labeled arrow, like -Rejected>[followup], then add a line that starts with [followup].
Mark optional steps with *dashed so readers can tell them apart.

The full syntax is in the guide.

How it works

1 Use this template Sign up free or log in. The template is copied into your account as a new project.
2 Edit the text Change the wording, add lines, delete what you don't need. The diagram redraws as you type.
3 Share it Download a sharp PNG for slides and documents, or send a read-only link.

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Make this template yours.

Free to start. No credit card required.

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