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Customer Onboarding Meeting Template

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The 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.

1-on-1 Meetings Customer Success Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Customer Onboarding Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Customer Onboarding Meeting
Today @ 10:30 - 11 AM
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Customer Onboarding Meeting
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Customer 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 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.

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Fellow.app

Template by

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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