Phone Screen Interview Meeting Template
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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.
Desktop Experience
In-meeting Experience
Today @ 10:30 - 11 AM
Customer Onboarding Meeting
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Customer Onboarding Meeting Template
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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 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.
