Design a Branded Customer Onboarding Playbook in Canva
Create a reusable, on-brand customer onboarding playbook in Canva with clear timelines, setup steps, and success milestones.
Who is this for?
This guide is for Customer Success Managers and Support Leads creating visual assets to onboard new customers.
Step-by-Step Guide
Common Pitfalls & Troubleshooting
- Overcrowding Slides: Avoid putting too much text on one slide. If a step is complex, break it into multiple slides to keep it readable.
- Inconsistent Branding: Ensure you use the exact Hex codes for your brand colors. A slight mismatch can look unprofessional.
- Export Settings: If your PDF links aren't working, make sure you selected PDF Standard or PDF Print (not an image format like PNG/JPG) when exporting.
Why Users Choose Canva
Canva enables teams to create professional onboarding materials without design expertise. The drag-and-drop interface and template library allow Customer Success teams to produce branded playbooks in under an hour. Real-time collaboration and reusable templates ensure consistency across customer interactions while maintaining flexibility for customization.
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Canva sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.