<!-- LLM_VERSION_INFO
FORMAT: text/markdown
CONTENT_TYPE: article
ORIGINAL_URL: https://www.coordinatehq.com/templates/hands-on-saas-onboarding-template
ALTERNATE_VERSION: templates/hands-on-saas-onboarding-template/index.html (text/html)
EXTRACTION_DATE: 2026-04-18T22:11:47.573Z

This is the markdown version with text-only content (images converted to alt-text).
For rich formatting with images, request the HTML version at: templates/hands-on-saas-onboarding-template/index.html
-->

# Hands-on SaaS Onboarding Template

Use this template to run an onboarding process for your customers to get up and running with your SaaS product.

## Template Overview

Congrats on the new customer! Now it's time to get them up and running successfully with your product! Our **Enterprise SaaS Onboarding** guide is broken into four areas:

1. **Kickoff and Implementation** - In this phase you'll help your customer get everything they need to get up and running with your product, whether that's configuring the system, performing integrations, or anything else.
2. **Training and Go-Live** - In this phase, your customer is ready to start using your system in product, so it's time to train them and officially go-live.
3. **One-Month Checkin** - Once they're live, it's important to check in with them. In this phase, you'll have collect feedback and meet with your customers to see if they need anything.
4. **Questions and Feedback** - This section enables your customers to ask questions and provide feedback in a way that you can track and respond to.

A quick note, our SaaS onboarding is intended for hands-on projects, where you're going to help customers adopt and get up and running with your software.
