Template
SaaS onboarding
Multi-step lead capture, straight to your CRM.
A guided onboarding flow that collects qualified leads through a multi-step form, validates them, and pushes to HubSpot (or any CRM provider).
$ npx conversokit create my-app --template saas-onboardingSaaS onboarding
1 toolsMulti-step lead capture, straight to your CRM.
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Step 2 of 3
Tell us about your team
Stage: Series A
Team size: 10–25
MultiStepFormLeadCaptureFormCTABannerConsentBanner
npx conversokit create my-app --template saas-onboardingWhat it builds
- ✓B2B SaaS lead-gen and waitlist capture
- ✓Demo request flows with qualifying questions
- ✓Bottom-of-funnel CRM intake
Auth & compliance
Auth default: anonymous
No consent scopes required by default.
Included MCP tools
Each tool is a typed Zod-validated function on the MCP server.
| Name | Description | Permissions |
|---|---|---|
| submit_lead | Submit a qualified lead; upserts to HubSpot (or mock CRM). | — |
Integrations
HubSpotMock CRMResend (optional)
Ship the saas onboarding template today.
$ npx conversokit create my-app --template saas-onboarding