Sales Team Insights Meeting Template
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Client Onboarding Meeting Template
Get this templateHow do you conduct a client onboarding session? Looking for some sort of blueprint to ensure you get the best out of the session? Check out this template.
Desktop Experience
In-meeting Experience
Today @ 10:30 - 11 AM
Client Onboarding Meeting
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Client Onboarding Meeting Template
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In Fellow, customize headers, talking points, and more before using it in your next meeting
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Use the template in real-time with your meeting attendees to collaborate on meeting notes
What’s inside this Client Onboarding Meeting Template:
1 📝 Preparation
Has the client reviewed the relevant resources to familiarize themselves with the product?
2 📌 Set Objectives
How will the client measure impact with the tool? What behaviour change do they want the users to adopt?
3 💪 Product Roll-out
Client tries the tool with a small group of colleagues. Evaluate their questions, comments and reactions.
4 📁 Debrief the Roll-out
Client evaluates and discusses their colleague’s questions, comments and reactions.
5 🎯 Set Target User Group
Who at the company will be using the tool on a daily, weekly and monthly basis?
6 🗣️Feedback
Ask the client what was the most useful part of this onboarding?
