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Client Onboarding Meeting Template

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How 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.

Client Meetings Customer Success Meetings Sales Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Client Onboarding Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Client Onboarding Meeting
Today @ 10:30 - 11 AM
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 Record with AI
Client Onboarding Meeting
AI Recording in progress
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Client 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 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?

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Fellow.app

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • 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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