Free templates
Standard operating procedure templates for customer onboarding, support response, product demos, and training. Download free, customize, or create with Folge.
Customer success SOPs document the repeatable processes your team follows to onboard new customers, deliver training, handle support requests, and drive product adoption. They're the playbook that turns ad-hoc customer interactions into a scalable, consistent experience.
Without SOPs, onboarding quality depends on which CSM handles the account, key steps get missed, and time-to-value stretches out — increasing churn risk. Documented procedures ensure every customer gets the same high-quality experience regardless of who manages their account.
These templates work for SaaS, B2B, and service businesses. Customize them for your product, CRM, and team structure, then use Folge to capture the actual screens and workflows your team follows.
Welcome new customers and get them successfully using your product with a consistent, step-by-step process.
View Template →Customer onboarding, support ticket handling, quarterly business reviews, renewal processes, and product training sessions are the most impactful. Start with onboarding — it has the biggest effect on churn and customer satisfaction.
SOPs ensure customers reach their first success milestone consistently and quickly. When every customer gets a structured onboarding with clear milestones and check-ins, they see value faster and are far less likely to churn in the critical first 90 days.
Use Folge to record your screen while you walk through account setup, product configuration, and key workflows. You'll get step-by-step guides with real screenshots that you can share in your help center or during training calls.
Folge automatically captures your workflow and creates visual, step-by-step SOPs in minutes—not hours.
Just do your work. Folge captures every step automatically with screenshots.
Add annotations, arrows, highlights, and descriptions to clarify each step.
Export to PDF, Word, HTML, or your knowledge base. Ready to share instantly.
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