Onboarding Flow Template for Digital Communities
A thoughtful onboarding process sets the tone for your entire community. This Onboarding Flow Template is designed to help you build a welcoming, aligned, and easeful experience for new members—without needing a full-time community manager.
Whether you’re leading a course, coaching program, or membership space, this plug-and-play template helps you plan intentionally, communicate clearly, and lay the foundation for a safer, more supported digital space.
A thoughtful onboarding process sets the tone for your entire community. This Onboarding Flow Template is designed to help you build a welcoming, aligned, and easeful experience for new members—without needing a full-time community manager.
Whether you’re leading a course, coaching program, or membership space, this plug-and-play template helps you plan intentionally, communicate clearly, and lay the foundation for a safer, more supported digital space.
A thoughtful onboarding process sets the tone for your entire community. This Onboarding Flow Template is designed to help you build a welcoming, aligned, and easeful experience for new members—without needing a full-time community manager.
Whether you’re leading a course, coaching program, or membership space, this plug-and-play template helps you plan intentionally, communicate clearly, and lay the foundation for a safer, more supported digital space.
What’s Included:
Onboarding Flow Template
Editable Planning Checklist to map your flow
Walkthrough Video showing you how to use and adapt the template
BONUS: How to Run Your Community Without a Community Manager — a practical resource full of automation tips, message templates, and behind-the-scenes guidance for managing community tasks solo.
Perfect For:
Coaches, educators, and facilitators
Membership leaders and digital space holders
Anyone building community with care—but without a big team
Format:
Instant access to 2 guides, 1 template, 1 checklist, and a video walkthrough (Google Docs + streaming link)