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.
Fellow – Customer Onboarding Meeting Template
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.
📚 Contents
What’s inside this Customer Onboarding Meeting Template:
1 
Introduction
IntroductionSet expectations for the call and gather any remaining use case details.
2 Account Settings
Account SettingsWalk them through creating their account and showing the different settings.
3 Managing Users
Managing UsersWalkthrough how to add/remove users.
4 Features pertaining to their goal
Features pertaining to their goalWalkthrough what features are necessary to meet their goals.
5 Integrations
IntegrationsDiscuss and showcase the various integrations that are available.
6 Support resources
Support resourcesPresent them the help center, communities, support contacts, etc.
| Template Type | Free |
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