Weekly Town Hall Meeting Template
Read More
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
321
401
Preview template
Client Onboarding Meeting Template
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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 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?
![What? So What? Now What? [Reflection Meeting] Template](https://fellow.app/wp-content/uploads/2021/08/What-So-What-Now-what-preview-v2.png)
