Automate and scale onboarding with Moxo’s templates library and KPI workbook
At a glance
Onboarding sets the tone for every client, employee, vendor, or partner relationship. When it’s slow or manual, trust erodes before the work begins.
Import templates for customer, employee, vendor, and partner onboarding, each built with forms, approvals, assignments, and automated reminders. Every flow is designed to eliminate handoffs, keep participants accountable, and document progress for compliance.
Automation comes built in. Trigger nudges, route approvals, collect documents, and update statuses automatically, without duct-taped tools or engineering help.
Pair it with the KPI Workbook to measure Time to Value, Activation, Completion, and NPS right out of the box using reporting presets.
Why onboarding defines your client experience
Onboarding is where promises meet proof. It’s the first time clients, employees, or partners experience how your organization actually operates. When the process drags—manual follow-ups, scattered spreadsheets, endless emails—it signals disorganization and costs you credibility.
Every delay has a downstream effect. Clients question timelines. Employees lose confidence before day one. Vendors wait on approvals that never reach the right person. The margin you planned to earn evaporates into coordination time.
The answer isn’t another project checklist—it’s orchestration. A repeatable system that removes guesswork, enforces accountability, and provides visibility from intake to activation. That’s what the Moxo Onboarding Templates Library + KPI Workbook delivers: structured workflows, automated actions, and measurable outcomes all in one environment.
By standardizing how onboarding runs, you do more than speed up paperwork. You create consistency, transparency, and confidence across every external relationship. Clients see progress, staff see ownership, and leadership sees results they can measure.
What’s inside the Moxo's onboarding template library
The Moxo Onboarding Templates Library includes importable workflows for the four onboarding processes that most firms struggle to standardize: customer, employee, vendor, and partner. Each one is designed for high-touch, compliance-heavy environments where precision and coordination matter as much as speed.
Every template comes ready to run with six core elements that make onboarding scalable:
1. Process maps and stages: Each template follows proven milestones, from intake and verification to setup, activation, and review. These stages reflect how service-based, regulated businesses actually operate, not abstract “project” frameworks.
2. Assignments and ownership: Every step has a named owner, both internal and external, so responsibility never blurs. Clients know exactly who to contact, and teams never ask “who’s on this?”
3. Digital forms and document collection: Collect data and files securely with built-in forms for identity verification, tax documents, or compliance attestations. No more juggling PDFs or chasing email attachments.
4. Role-based approvals and escalation paths: Set gates that enforce compliance while keeping the flow moving. Deadlines, SLAs, and automatic escalations prevent bottlenecks before they slow delivery.
5. Automation hooks: Trigger reminders, update statuses, and send success messages automatically. These hooks replace manual follow-ups and keep momentum steady without micromanagement.
6. Branded client experience: Each template delivers a polished, white-labeled workspace accessible via web or mobile. Clients upload, sign, and communicate inside your brand, not a third-party interface.
Moxo built these templates for real-world coordination. Whether you’re onboarding a new client in a wealth management firm, provisioning access for a new hire, or validating a vendor, every workflow is engineered to bias for action, not busywork.
The four onboarding templates that drive results
Moxo’s library includes templates for the four onboarding flows that create the most friction — and the biggest wins once automated. Each is designed to move from intake to activation with minimal manual coordination.
Customer onboarding
Use this when you need to coordinate documents, signatures, and kickoff tasks across clients and internal teams. The template includes KYC/KYB intake forms, engagement letter e-signatures, and a “first value” milestone that signals when the relationship is truly active.
Automations nudge clients every 48 hours to complete missing items, route flagged submissions to compliance, and trigger a welcome message once activation is complete. Firms using this flow report faster handoffs and measurable reductions in Time to Value.
Employee onboarding
This template standardizes how HR, IT, and managers prepare new hires. Each role has preassigned tasks for paperwork, hardware setup, policy acknowledgments, and first-week milestones.
Automations escalate to hiring managers if the IT setup lags and send new hires a CSAT pulse after seven days. The result is predictable day-one readiness and higher early satisfaction.
Vendor onboarding
Procurement and legal teams use this template to onboard vendors quickly without cutting compliance corners. It handles tax and insurance forms, banking verification, and contract approvals with risk-based routing.
Automations lock activation until required documents arrive, route “high risk” vendors to legal for extra review, and notify finance as soon as approval is complete. Cycle times drop, and audit readiness improves immediately.
Partner onboarding
Channel, alliance, and co-delivery programs use this template to synchronize enablement and shared go-to-market steps. The flow manages NDAs, brand guidelines, enablement materials, and campaign approvals.
Automations assign training modules based on partner tier, trigger co-marketing reviews, and schedule a 30-day check-in after activation. Teams spend less time coordinating and more time collaborating.
Each of these templates is built to bias for action. Every stage has a clear owner, deliverable, and definition of done. No ambiguous “in progress” status. Just progress you can measure, automate, and replicate.
How to import and customize your onboarding templates
You can launch a professional-grade onboarding flow in minutes — no coding, no engineering queue, and no blank-page setup. The Moxo Onboarding Templates Library is built to move from import to live pilot in under an hour.
Step 1: Open the Template Library in your Moxo workspace. Filter by Customer, Employee, Vendor, or Partner onboarding. Each template includes mapped stages, task owners, and sample automations you can preview before import.
Step 2: Review and confirm the fit. Scan the process map and confirm it aligns roughly 80% with your current workflow. Look for stages that match your internal structure and note any compliance checkpoints to add later. Getting close is enough — the next steps refine the details.
Step 3: Import to your workspace. Click Import to Workspace. The full workflow, forms, roles, and automations copy into your environment automatically, ready for customization under your firm’s branding.
Step 4: Tune the blueprint (15–30 minutes). Rename stages in your own terminology, add or remove tasks, and adjust deadlines or SLAs. Insert conditional branches for special cases. For instance, “If entity type = LLC, request operating agreement.” These small adjustments make the flow feel native to your business.
Step 5: Connect automation. In Moxo’s Workflow Builder, toggle reminders, escalation paths, channel notifications, and success triggers. You can automate document requests, status updates, and follow-up messages so the workflow moves forward on its own.
Step 6: Pilot with two live cases. Pick two real onboarding examples and run them end-to-end. Observe timing, completion rates, and client or employee feedback. Adjust steps based on actual data, not theory.
Pro tip: Pair your imported workflow with the Onboarding KPI Workbook immediately. You’ll capture baseline metrics from day one and track improvements with evidence, not opinion.
Once live, your templates become reusable playbooks. Each new onboarding follows a proven pattern that delivers consistency, speed, and accountability, all under your brand.
The onboarding KPI workbook: Measure what matters
Templates help you run the play. The Moxo Onboarding KPI Workbook shows whether that play is winning, and where it’s slowing down. It converts workflow data into actionable metrics that link operational efficiency to client satisfaction and revenue outcomes.
The workbook focuses on four KPIs that predict onboarding success across every industry:
1. Time to value (TTV)
This measures the number of days from kickoff to the moment a client, employee, or partner experiences real value, their first deliverable, live account, or completed setup. Tracking TTV highlights where delays happen, whether in client response times, internal reviews, or system access.
Teams that automate reminders and approvals through Moxo routinely cut TTV by 25–40% in the first quarter.
2. Activation rate
Activation tracks the percentage of users who complete the steps that unlock value. Low activation usually means unclear instructions or too many manual steps.
Moxo’s reporting and built-in automations reveal which tasks cause drop-offs and allow you to fix them quickly with clearer guidance or conditional triggers.
3. Completion rate
Completion measures how many workflows reach 100% within the target SLA. It’s the operational reliability metric, proof that processes finish on time, not just start strong.
With role-based assignments, escalations, and automated status updates, firms using Moxo typically achieve 90% or higher on-time completion.
4. NPS/CSAT
These satisfaction scores capture how users feel at the end of onboarding. Because Moxo ties surveys directly to workflow completions, feedback appears in context. You can connect sentiment to specific bottlenecks or milestones and act fast when a detractor signals frustration.
Workbooks do not require spreadsheet gymnastics. Every template you import automatically feeds into the KPI Workbook, where data is pre-mapped for reporting. Managers see trends by owner, team, or region without BI setup.
Example improvement loop:
If Activation Rate stalls at 60%, check which stage causes the drop. Add a 48-hour reminder cadence, include a pre-intake checklist, and route late completions to the account owner at day five. Next month, Activation rises to 80% and TTV drops by several days, clear proof of ROI.
By pairing workflows with the KPI Workbook, onboarding moves from anecdote to analytics. You don’t just complete onboarding faster; you prove that it drives retention, satisfaction, and revenue growth.
Reporting presets that turn onboarding data into decisions
You shouldn’t need a data analyst to prove your onboarding works. The Moxo Onboarding KPI Workbook includes preconfigured reports that translate workflow activity into dashboards leadership can act on, with no manual setup.
Time to Value (TTV)
Definition: Days from kickoff to the first milestone where the client, employee, or partner realizes value, for example, a client’s first transaction or a new hire’s first completed task.
How it’s captured: Stage completion timestamps and success triggers are automatically recorded by Moxo.
Use it to: Spot slow handoffs between teams, prioritize which steps to automate next, and compare TTV across client tiers or regions.
Goal: Reduce TTV by 25–40% in the first quarter through targeted automation.
Activation Rate
Definition: Percentage of users who complete the critical “must-have” steps that unlock value.
How it’s captured: Moxo tracks document submissions, task completions, and e-sign events in real time.
Use it to: Identify drop-off points, improve pre-intake instructions, and test different reminder cadences.
Goal: Maintain ≥80% activation for standard onboarding and ≥70% for complex, high-compliance flows.
Completion Rate
Definition: Percentage of onboarding workflows completed within the defined SLA.
How it’s captured: Workflow status changes and target deadlines are stored directly in Moxo reporting.
Use it to: Hold teams accountable, forecast capacity, and prove reliability to leadership and clients.
Goal: Achieve ≥90% on-time completion for client and vendor onboarding, and ≥95% for internal flows.
NPS / CSAT
Definition: Satisfaction score automatically triggered on activation or completion.
How it’s captured: In-portal survey events linked to workflow endpoints.
Use it to: Correlate satisfaction with TTV and Activation metrics, address detractors within the same portal, and highlight promoters during reviews or QBRs.
Goal: Maintain NPS +20 or CSAT ≥4.5/5 within two cycles.
These presets replace complex BI projects with decision-ready insight. You start with validated definitions, proven formulas, and visualizations already aligned to high-touch onboarding workflows. That means less time configuring reports and more time improving outcomes.
With Moxo, reporting doesn’t just summarize onboarding, it tells you where to act next.
Three onboarding flows you can launch this week
You don’t need to overhaul your entire process to see results. Start with three high-impact onboarding flows from Moxo’s library, measure their performance in the KPI Workbook, and scale once the gains are visible.
1. Client onboarding (Finance, Consulting, Agencies)
Who it’s for: Wealth managers, consulting practices, and agencies that coordinate documents, approvals, and kickoff tasks across teams and clients.
Core stages: Intake and KYC, document verification, engagement letter e-sign, account or project setup, and “first value” delivery.
Why it works: Clients get a single, secure space to see what’s next, while teams track ownership and deadlines in real time. Compliance gains a complete audit trail.
Automations to enable:
- Send reminders every 48 hours for missing documents.
- Route flagged submissions to compliance automatically.
- Trigger a welcome message when activation completes.
Expected results (within 60 days): TTV down 30–40%. Activation up 15–25%. Noticeable drop in “status” emails.
2. Employee onboarding (HR and IT)
Who it’s for: HR and IT teams that want predictable day-one readiness without back-and-forth.
Core stages: Preboarding paperwork, IT and access setup, orientation, first-week milestones, and follow-up check-ins.
Why it works: Cross-department tasks run in sequence instead of waiting in inboxes, and new hires see clear progress from day one.
Automations to enable:
- Assign tasks automatically based on role or department.
- Escalate to a hiring manager if IT access isn’t ready 24 hours before the start.
- Send a 7-day CSAT pulse to the new hire after setup.
Expected results (within 45 days): 95% day-one readiness. Fewer IT tickets and higher satisfaction within two weeks.
3. Vendor onboarding (Procurement and Legal)
Who it’s for: Procurement, legal, and finance teams managing risk while trying to speed approvals.
Core stages: Registration and tax forms, insurance and compliance checks, banking verification, contract e-sign, and finance handoff.
Why it works: Sensitive documents stay in one secure workflow. Approval route based on risk level, and finance is notified instantly when a vendor reaches “Approved.”
Automations to enable:
- Lock activation until insurance certificates are current.
- Route “high risk” vendors to legal for enhanced due diligence.
- Notify AP automatically when approval is complete.
Expected results (within 30–60 days): Cycle times drop 40–60%. Audit trails become effortless.
Each of these flows builds consistency, visibility, and measurable efficiency. You’ll see impact in the KPI Workbook almost immediately, and every improvement compounds as you replicate the process across more teams.
Implementation playbook: Go live in 7 days
A successful rollout doesn’t start with perfection — it starts with momentum. The Moxo Onboarding Templates Library + KPI Workbook is built so you can import, adapt, and measure impact within a single week. Follow this 7-day playbook to move from setup to measurable value fast.
Day 1–2: Import your templates: Import customer, employee, and vendor onboarding templates from the library. Resist the urge to overcustomize at this stage. The goal is to get a working version live, not to improve every field.
Day 3: Define activation criteria: Write down the 3–5 steps that define “activation” for each flow. For example: all client documents collected, contracts signed, and the first task started. These become checkpoints for KPI tracking.
Day 4: Set SLAs and targets: Establish clear expectations such as “Client onboarding Time to Value ≤10 business days” or “Employee setup complete by Day 1.” Defining these early ensures the data you collect has context.
Day 5: Turn on essential automations: Activate reminders, escalation paths, and success triggers. These lightweight automations create visible improvements in timing and communication immediately.
Day 6: Run two live cases per flow: Test with real engagements, not hypotheticals. Observe where participants get stuck, what messages confuse them, and how quickly actions are completed. Collect qualitative and quantitative feedback from both sides.
Day 7: Open the KPI Workbook and record baselines: Connect your workflows to the workbook. Capture baseline TTV, activation, and completion metrics. Use these as your benchmark for optimization.
Next 30 days: Iterate weekly: Review KPIs every week and refine copy, deadlines, or ownership based on evidence. Moxo’s drag-and-drop Workflow Builder makes updates immediately, so you can improve continuously without waiting on development cycles.
By following this playbook, teams see measurable gains in under two weeks and compound improvements every month. You end with an onboarding system that runs predictably, measures impact automatically, and scales effortlessly.
FAQs
Do we need developers to use the Moxo Onboarding Templates Library?
No. Moxo is fully no-code, so operations and client success teams can configure workflows, approvals, and automations through a drag-and-drop builder. You can import a template, edit stages, and connect automations without writing a single line of code.
Can we customize templates for our industry or internal processes?
Yes. Every template in Moxo can be edited to fit your firm’s language, compliance steps, and approval paths. Rename stages, add conditional logic, or insert industry-specific forms such as KYC, HIPAA, or vendor verification. Once you finalize your version, you can save it as a reusable playbook across departments.
Is Moxo secure enough for regulated industries like finance and healthcare?
Absolutely. Moxo meets enterprise-grade compliance standards with encryption in transit and at rest, multi-factor authentication, role-based access, audit trails, and SSO integration. These controls satisfy requirements for SOC 2, GDPR, and HIPAA environments, making it suitable for financial institutions, healthcare providers, and legal practices.
How does the KPI Workbook integrate with Moxo workflows?
The KPI Workbook connects directly to your live onboarding flows. As workflows complete, Moxo automatically records timestamps, status changes, and survey results that feed into preset dashboards. You can view metrics like Time to Value, Activation Rate, Completion Rate, and CSAT without exporting data or setting up new reports.
Can we embed Moxo onboarding workflows into our existing client portal or intranet?
Yes. Moxo offers white-labeling and embed options through SDKs and APIs. You can host Moxo onboarding experiences inside your current client portal or run them as standalone branded workspaces. This flexibility keeps the client experience consistent while giving you full control of data and branding.
