Find the guidance you need to succeed with Templafy. Our Customer Success team helps each step along the way, even after launch.

  • 1. PLAN
    All set to start your onboarding of Templafy? Our Customer Success team is here to help.
    Get well on your way with our tailored onboarding roadmap and targeted communication strategy. Based on your individual company profile, we set you up with the tools you need to successfully launch Templafy at your own pace.

    Click through our content and explore resources available that will help you make onboarding an even easier, intuitive experience and the use of Templafy a longstanding success.
  • 2. LAUNCH
    Congratulations! Templafy is live, you’re ready to roll.
    Lean back and click glasses while we take care of the legwork and make sure you have the right resources at hand to raise awareness about the value Templafy brings to users’ desks - day in, day out.

    Use our adoption tools and communication templates to spread the word to users and make sure they instantly start working with on-brand content across the Microsoft Office platform on their preferred device - anytime, anywhere.
  • 3. PROVE
    Take full advantage of Templafy and increase productivity.
    We know successful onboarding doesn’t end just after launch. That’s why our Customer Success team is in for the long haul.

    We assist you as long as you need us to drive adoption and ensure everyone gets the most from Templafy while staying on-brand. We will monitor document usage and provide you with useful stats to help you maximize your company’s brand value.

    Keep coming back to discover new ways to engage users and learn whenever new service features and productivity enhancements become available.