Client Onboarding Meeting Template

How do you conduct a client onboarding session? Looking for some sort of blueprint to ensure you get the best out of the session? Check out this template.

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Tone of the meeting


Has the client reviewed the relevant resources to familiarize themselves with the product?

Set Objectives

How will the client measure impact with the tool? What behaviour change do they want the users to adopt?

Product Roll-out

Client tries the tool with a small group of colleagues. Evaluate their questions, comments and reactions.

Debrief the Roll-out

Client evaluates and discusses their colleague’s questions, comments and reactions.

Set target user group

Who at the company will be using the tool on a daily, weekly and monthly basis?


Ask the client what was the most useful part of this onboarding?

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