SaaS Client Onboarding Meeting

Onboarding is a crucial step in creating a community of users that frequently use your product. Use this template to have meaningful onboarding sessions.

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Tone of the meeting


Review the client's background and context.

Job title


Use case

Tools (Slack, Gsuite, etc)

💻Product rundown

Share a brief overview of the product.

🔄Feature workflows

Explore the different product features that are relevant to the team.

Feature 1

Feature 2

Feature 3

Feature 4

Feature 5

✅Action items

What came out of this meeting? What are your next steps?


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