Introducing our Customer Onboarding Form, tailored specifically for energy companies seeking to streamline the process of acquiring new clients. Crafted with involve.me, 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 involve.me 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.
