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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đź‘‹Introduction

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.

🔀Integrations

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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