Customer Onboarding for Energy Industry Template

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Introducing our Customer Onboarding Form, tailored specifically for energy companies seeking to streamline the process of acquiring new clients. Crafted with, this versatile template offers a customizable experience for both customers and energy companies.

Customization options

Personalize the form's design to reflect your brand identity and create a welcoming atmosphere for new clients. From colors and fonts to imagery and layout, tailor the form to match your company's aesthetic and messaging. Add questions that will help your team get to know your buyer persona better. Use different content elements to ask questions in the form. 

Payment method integration

Integrate with various payment providers supported by to facilitate smooth transactions directly within the form. Enable clients to securely pay for services upfront, streamlining the onboarding process and reducing administrative overhead.

CRM and marketing tools integration

Connect the Customer Onboarding Form to your CRM system and other marketing tools to centralize client data and streamline communication efforts. Enable all team members to access client information and track interactions efficiently.

Provide a scheduling experience with Calendly integration, allowing new clients to book installation appointments at their convenience. Simplify coordination and enhance customer satisfaction by offering flexible scheduling options.

Automated email confirmation

Delight new clients with automated email confirmations upon successful payment submission. Write a unique copy and use the answer piping feature to personalize the confirmation email.

Versatile distribution

Share the Customer Onboarding Form across various channels, including social media, email campaigns, and website embedding. Reach potential clients wherever they are and simplify the onboarding process with easy access to the form.

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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