
Customer Onboarding Meeting Template
Get this templateThe 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.


Preview template
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.