What’s inside this Customer Onboarding Meeting Template:
Set expectations for the call and gather any remaining use case details.
Walk them through creating their account and showing the different settings.
Walkthrough how to add/remove users.
4📲Features pertaining to their goal
Walkthrough what features are necessary to meet their goals.
Discuss and showcase the various integrations that are available.
Present them the help center, communities, support contacts, etc.