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Client Onboarding Meeting Template

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.

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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

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

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    Head of Customer Success, KeepTruckin

    “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
    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
    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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