Fellow – Customer Onboarding Meeting Template

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. Not a Fellow user yet? Sign up here for free to get started.

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Fellow – Customer Onboarding Meeting Template

Not a Fellow user yet? Fellow is where teams gather to have productive team meetings and meaningful 1:1s, build collaborative meeting agendas, record decisions, and keep each other accountable. Say goodbye to unproductive meetings. Fellow helps your team build great meeting habits through collaborative agendas, real-time notetaking, and time-saving templates. Sign up here for free to get started.

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.

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.

Template Type

Free