# Customer onboarding workflow template

> Sales starts it, the customer fills in their own company data through a secure link, and finance approves the registration.

Category: Sales. 3 steps, 13 form fields. Includes: step for an outsider, confidential fields.

## Steps

### 1. New customer

Owner: Whoever starts the request.

Who the customer is. They receive a link to fill in the rest.

Fields:

- Company (text, required)
- Contact (text, required)
- Contact email (email, required)
- Expected monthly purchases (amount)

### 2. Company data

Owner: Someone outside the company, by email (“Contact email”).

Please fill in your company details so we can register you as a customer.

Due in 5 days (business time).

Fields:

- Legal name (text, required)
- EIN (text, required)
- Resale certificate number (text)
- Billing address (long text, required)
- Email for invoices (email, required)
- Phone (phone, required)
- W-9 form (files, required)

### 3. Registration

Owner: A person or team you choose.

Finance checks the data, sets the credit terms and registers the customer.

Approval: Approvers you choose.

Due in 2 days (business time).

Fields:

- Customer code (text, required)
- Payment terms (choice, required)

Use this template: https://easy.wf/register
Page: https://easy.wf/templates/customer-onboarding