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?
Ask the client what was the most useful part of this onboarding?