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Customer Onboarding Meeting Template

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The sales rep proved the value of the product - now the customer is ready to reap the benefits. Use this template to lead your new customers to success.

1-on-1 Meetings Customer Success Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Customer Onboarding Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Customer Onboarding Meeting
Today @ 10:30 - 11 AM
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Customer Onboarding Meeting
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Customer Onboarding Meeting Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Customer Onboarding Meeting Template:

1👋Introduction

Set expectations for the call and gather any remaining use case details.

2⚙️Account Settings

Walk them through creating their account and showing the different settings.

3👤Managing Users

Walkthrough how to add/remove users.

4📲Features pertaining to their goal

Walkthrough what features are necessary to meet their goals.

5🔀Integrations

Discuss and showcase the various integrations that are available.

6📚Support resources

Present them the help center, communities, support contacts, etc.

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Fellow.app

Template by

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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