Customer Onboarding Meeting

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.

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Set expectations for the call and gather any remaining use case details.

⚙️Account Settings

Walk them through creating their account and showing the different settings.

👤Managing Users

Walkthrough how to add/remove users.

📲Features pertaining to their goal

Walkthrough what features are necessary to meet their goals.


Discuss and showcase the various integrations that are available.

đź“šSupport resources

Present them the help center, communities, support contacts, etc.


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