Onboarding Support Check-In form template
During the critical first week, this check-in scores setup progress and confidence. Users who are cruising get a power-user tip and a review ask; users who are stuck reveal a blockers question and jump to a guided-help booking — catching frustration before it becomes churn.
What’s in the box
Progress scoring
Setup completion and confidence combine into an onboarding health score.
Rescue the stuck
Low scores reveal a blockers field and jump to book a setup call.
Delight the ready
High scorers get a pro tip and a gentle testimonial ask.
Perfect for
- Customer success
- SaaS onboarding
- Product-led growth
- Support teams
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