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.