Use our full range of customer onboarding templates to ensure an efficient and consistently smooth onboarding experience for your customers and your team.
Visor’s AI Smart Templates create customer onboarding templates for you in minutes, saving you hours of time and effort.
Import your data from Salesforce, Jira, Asana, and other apps, and push back updates into these apps using Visor’s bi-directional integrations with two-way syncing.
To get started, click the button below, create your free Visor account, and when prompted, select “Use Smart Template.”
Smart customer onboarding templates are set up for you by Visor’s AI using your specific requirements and objectives. You get a template that fits your needs without spending time on manual edits and tweaks.
Visor’s AI only needs a small amount of information to configure your custom mutual action plan templates. It gets to work immediately in the background, and creates your templates in a few minutes or less.
“I was looking for a way to link Gantt charts to our Jira projects, but this allows me to do so much more.”
Nick B., Atlassian Reviewer
“5/5 – Visor is packed with features that are easy to use. It gives team members a clear view of the project timeline and their role in the project.”
Nick B., Small Business Project Manager – G2 Review
“I’ve tried just about every roadmapping platform you can think of and Visor is the first one that allows me to roadmap at both the epic and story/issue level.”
Kemper R., Atlassian Reviewer
“Visor’s integrated Gantt chart feature empowers visual project planning, enabling us to track timelines, dependencies, and resource allocation. Five out of five stars!”
Camilla B., Product Manager – G2 Review
“The integration with Jira allows for you to keep a central truth center, but still handle the many use cases teams have for roadmapping and backlog planning.”
Gabby C., Atlassian Reviewer
“Visor for JIRA enhances collaboration and project planning with its intuitive interface and integrated Gantt chart feature.”
Visor’s AI creates a full range of views to plan, update, and track customer onboarding. View your customer onboarding KPIs in a dashboard view, track onboarding progress at a high-level with a Gantt chart, and keep your data clean with a crystal clear table view, all in one synchronized app.
Bi-directional Salesforce, Jira, and Asana Integration
Use real-time data from apps like Jira, Salesforce, and Asana. Create and share crystal clear, easy to use customer onboarding plans and trackers that stay in sync and up-to-date with the work and task management apps your teams and clients already use.
Minimize Effort When Planning and Tracking Customer Onboarding
Generate fully configured mutual action plans, trackers, and reports in just a few minutes. Let the AI do the time-consuming setup, save time and effort and spend more time getting work done.
Visor’s AI learns from thousands of plans and views created by other teams to generate templates that meet your specific requirements. The AI also infuses your plans and reports with best practices, and helps you avoid the mistakes and frustration of trial and error.
Visor’s AI does the heavy lifting, but you still have full control. After the AI has taken care of the time-consuming plan and report setup, you can change and customize any detail you like. The AI saves you time, but you’re still in charge.
Customer Onboarding Visualizations That You Can Share Easily
Keep all stakeholders updated at every step with customer onboarding visualizations that update in real-time. Share securely and easily using email invites or reusable sharing links, complete with permission controls for different users.
Use Visor’s Customer Onboarding Templates With Data From Your SaaS Apps
Connect Visor to popular SaaS apps or input your project data directly into Visor to create your customer onboarding plans, reports, and trackers.
Import nested Jira data (e.g., Epics, Stories/Tasks) in minutes. Visor maintains your data’s structure, allowing you to visualize project plans and push out edits.
Visor pays attention to the details, treating your data exactly as Salesforce does. Import and edit your data, including dropdown field selections and contact names.
Connect, visualize, and update Asana projects including sub-tasks and custom fields. Easily make bulk edits and connect with project data from other apps.
Can I use Visor’s customer onboarding templates for free?
Yes, upon registering you will have a 14-day free trial of Visor’s Team plan, giving you access to all of Visor’s premium visualization types. You will not be billed anything for this trial period.
After the trial period you then choose to select a Team or Starter plan to keep those premium level features, or continue with your work on the Visor Free plan.
How can I use this customer onboarding template?
Visor includes AI Smart Template technology. The AI will create a set of customer onboarding views for you based on your requirements. These could include:
Tables to add and update the data underpinning customer onboarding (or modify data imported from apps like Salesforce, Jira, and Asana).
A Gantt chart or timeline to visually plan and track customer onboarding (you can view and track customer onboarding at the level of an individual customer, team member, team, multiple teams, organization, or multiple organizations).
Dashboards to track KPIs and other customer onboarding metrics
A Kanban board to easily manage and progress team or individual tasks
Can I share customer onboarding visualizations with stakeholders and/or clients?
Yes, you can share real-time and tailored customer onboarding visualizations with your team, stakeholders, and even clients, using email invites, or sharing links.
Can I share a collaborative view of customer onboarding visualizations that stay up-to-date with any changes?
Yes, you, your team, and stakeholders can use real-time views of your customer onboarding plans, processes, and progress to collaborate seamlessly with a shared, synchronized view.
Collaborating in a shared, real-time view, prevents confusion and crossed-wires, keeps everyone who needs to know up-to-date, and reduces the amount of extra, clarifying communications in your team, between you and stakeholders, and between your organization and your customers too. All of which makes for a better onboarding experience for customers and team members alike.
Can I control edit and other permissions when sharing customer onboarding visualizations with team members, stakeholders, or customers?
Yes, every time you share a Visor visualization you select the role and capabilities (such as editing vs. viewing) for that the individual or group you are sharing with, or for the sharing link that you are creating.
This enables you to share “view only” access of any of your customer onboarding visualizations, and to share confidently and as widely as is required. You can also ensure that only those users with the right credentials can access and view your customer onboarding visualizations, ensuring security and safeguarding confidential or sensitive information.
Can I create combined views that include all customer onboarding activity for my team, organization, or even multiple teams or organizations?
Yes, because Visor is commonly used as project portfolio management software you can create high-level views that combine groups of customer onboarding data – or all your customer onboarding data – into organized and easy to interpret visualizations.
This is great when you need to:
See a dashboard that gives a high-level view of your team’s customer onboarding schedule
Plan and optimize resources and capacity
Share a combined view of customer onboarding plans and schedules with teams or stakeholders
Analyze the performance of customer onboarding against KPIs and SLAs
Share high-level views with large customers (such as those that require training for multiple teams, business units, or locations)
Can I display customer onboarding plans in timelines, Gantt charts, and other highly visual formats?
Yes, Visor has a range of view types which you can choose from to plan and track the progress of customer onboarding. You can also use multiple views simultaneously (for example, you can use the Gantt chart view to plan and view your plan’s progress, the Kanban board view to manage task progression and completion, and the dashboard view to get an overview of your KPIs and SLAs.
Here is the complete set of view types you can use in Visor:
Gantt charts
Dashboards
Kanban Boards
Timelines
Table Views
Can I use import projects from apps like Jira, Salesforce, or Asana?
Yes, Visor has bi-directional integrations with Jira, Asana, Salesforce, and other apps. This enables you to use your project data from these apps to populate and update customer onboarding and related records or datasets.
The bi-directional integration keeps Visor in sync with your apps to preserve your single version of the truth and prevent manual updates.
Visor’s project portfolio management functionality enables you to get a complete view of all your customer onboarding in holistic visualizations, so that you can plan, track, manage, analyze, and share all your projects more effectively and ensure resources and are optimally deployed across your teams and organization.
What formats or view types can I use as customer onboarding templates in Visor?
Visor has a range of view types which you can use in your customer onboarding processes. You can also use multiple views simultaneously (for example, you can use the Gantt chart view to plan and view project progress, the Kanban board view to manage task progression and completion, and the dashboard view to analyze project progress and KPIs at a high-level).
Here is the complete set of view types you can use in Visor:
Gantt charts
Dashboards
Kanban Boards
Timelines
Table Views
What time increments can I use in my customer onboarding plans and visualizations?
You can use the following date ranges in your customer onboarding visualizations in Visor:
Sprints & Days
Weeks & Days
Months & Days
Months & Weeks
Quarters & Weeks
Quarters & Months
Years & Months
Can I create multiple customer onboarding views using different time increments?
Yes, you can also create multiple customer onboarding views using different time increments, simply by cloning a view (like a project plan Gantt chart or roadmap) and selecting a different time increment from the “Zoom” dropdown menu.
This enables you to create a mix of long term and short term views that you can draw on at any time for different purposes. For example, a director-level stakeholder might want to see a longer term, higher-level plan, or an overview of all onboarding activity. Conversely, individual teams, team members, or meetings with your team to discuss progress would typically require something more detailed and shorter term.
Using Visor means you have a variety of perspectives to view your plans by – that stay in sync with real-world progress – without any extra work to create your reports or charts updated.
Can I add milestones to customer onboarding trackers created in Visor?
Yes, you can easily add tasks as milestones or set existing tasks to be displayed as milestones in Visor’s Gantt chart view. These milestones can be color coded based on criteria such as priority, status, assignee, or any other relevant criteria.
Adding milestones in Gantt charts helps you to highlight and identify which tasks are critical steps on the journey to the successful completion of onboarding each customer.
Can I use Visor’s customer onboarding plan template to create varying views of my plans for different stakeholders?
Yes, using Visor you can easily create multiple versions of your customer onboarding visualizations that are tailored to different audiences, or better suited to specific tasks or processes, all while using the same real-time data.
Creating multiple – but synchronized – versions of your customer onboarding plans and processes enablses you to ensure that you have the best view possible for specific teams, stakeholders, or purposes (such as planning meetings, sprint retrospectives, or presentations to senior stakeholders).
Some of the attributes you can modify to create multiple custom customer onboarding visualizations include:
“Zoom” or Timescale: Quarters and months for your executive board and sprints for your engineering team.
Data Groupings: Group data by the assignee for your team views and by the strategic initiative for your executive board
Levels of Task: Choose to show all task levels for personal views, epics to tasks for team views, and epics only for senior stakeholder views
Creating multiple views of your project plans for different team members, teams, stakeholders, or purposes is quick and easy. All views are synchronized and use the same underlying data source, which means you can have many different views of your projects without having to manually reorganize or update data.
Can I nest epics, user stories, tasks and subtasks (or other parent and child relationships) in Visor’s customer onboarding visualizations?
Yes, customer onboarding visualizations created in Visor have comprehensive task-nesting support. Nesting is made easy in Visor. You can nest records below another record using:
Drag-and-drop
Keyboard shortcuts
The record settings drop-down menu
If you import projects from apps like Jira, Asana, or Salesforce, Visor can maintain your nesting in full, so you don’t need to waste time manually re-nesting your project data.
What other templates are available in Visor?
Visor has a wide range of templates, which you can find in our Templates Library.
Templates in Visor are generated by AI based on your responses to a short series of questions, which enable the AI to understand what you are trying to achieve and produce a ready-configured template to suit your needs. This means that you are not limited to the set of templates we offer in our library, as the AI can meet needs that we haven’t listed or even considered.
How do I access AI-powered Smart Templates in Visor?
When you first log in to Visor, after entering your email address and how you want to use Visor, you will see a screen that asks, “What is this workbook for?” On this screen, there is a “Use Smart Template” button.
You can then pick from a range of popular template categories, or click “Other” to ask the AI to create something different to the available options. You can use the free text box to supply additional information to help the AI create a set of visualizations (or templates) that will best meet your needs.
To access Smart Templates if you already have a Visor account, simply click the New Workbook button within an existing workbook, or Create a new workbook from the workbook list screen. Then when you’re asked “What is this workbook for?” click the “Use Smart Template” button.
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