Slack Customer Onboarding Template
Use our free onboarding survey template based on Slack's seamless flow to start gathering the key user data
Building the right tech stack is key
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How to choose the right tech stack for your company?
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What to consider when choosing the right tech stack?
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What are the most relevant factors to consider?
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What tech stack do we use at Simpletech?
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Slack is a collaboration hub that connects your work with the people you work with through channels. It’s a space where teams can communicate and work together effectively, allowing for real-time messaging, file sharing, and integration with numerous third-party apps and services.
Their sign-up and onboarding process does not contain a proper survey but still we can get inspired by their direct and basic approach to create a simple sign-up survey.
Slack's Onboarding Flow
- Signup
- Create a Workspace
- Name of the Workspace
- Your Name
- Invite Team Members
- What You are Working On
- Choose Plan
- Onboarding Guide
1. Enter Email
Slack does not ask a list of questions to signup, but they just request the email address you use at work. After that, they send a code to confirm your email address.
They also have an option to use your Google or Apple account to sign up, which is also a standard process.
2. Create a Workspace
After entering your email, to begin using Slack, the first step is to create a workspace.
3. Name of the Workspace
First, Slack asks you to name your workspace. This should be a name that your team will easily recognize and associate with their daily work.
- Step 1 of 5: Enter the name of your company or team (e.g., “Acme Marketing” or “Acme Co”).
4. Your Name
Next, you will be prompted to enter your name. This helps your teammates recognize you and connect with you more easily.
- Step 2 of 5: Enter your name (e.g., “Zeynep”).
5. Invite Team Members
Now, Slack optionally asks you to invite your team members to your project.
- Step 3 of 5: Add coworkers by email, or import contacts from Google Contacts. You can also copy an invite link to share with your team.
6. What You Are Working On
Slack allows you to specify what your team is currently working on to better organize channels and conversations.
- Step 4 of 5: Enter details about the current projects, campaigns, or tasks your team is focusing on (e.g., “Q4 budget, autumn campaign”).
7. Choose Plan
Slack offers different plans to suit various team sizes and needs. You can start with a free plan or opt for a pro plan that offers more features.
- Step 5 of 5: Choose between the Free plan or the Pro plan.
8. Onboarding Guide
Once your workspace is set up, Slack will guide you through an onboarding flow to help you get started.
Create an Onboarding Survey like Slack with SignupNotes
To help new team members get onboarded smoothly, you can create an onboarding survey similar to Slack’s onboarding flow with SignupNotes. Here are some suggested questions:
- Company Information
- Type: Text field
- Question: What is your company name?
- Description: Enter the name of your company (e.g., “Acme Inc” or “Acme Co”).
- Team Information
- Type: Text field or Selection
- Question: What is the name of your team or department?
- Description: Enter/select your team or department name (e.g., Sales, Marketing)
- Current Projects
- Type: Text field
- Question: What projects or tasks are you currently working on?
- Description: Enter details about the current projects, campaigns, or tasks your team is focusing on (e.g., “Q4 budget, autumn campaign”).
- Create a signup survey like Slack in just a few minutes with SignupNotes, helping you not to bore your users and get relevant information in the simplest way.
Try Yourself!
Fill out the from to see the template in action 👇
Create a signup survey like Slack's in just a few minutes with SignupNotes, helping you better understand your users from the moment they sign up.
