Notion – Client Onboarding Meeting Template

This template is perfect for running client onboarding meetings.

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Notion – Client Onboarding Meeting Template

This template is perfect for running client onboarding meetings. Whether you’re a low-touch SaaS startup or an enterprise, onboarding is key to customer success. A great launch helps determine if you’ll drive retention or cause churn – and the effects ripple through your entire business. Our versatile customer onboarding template gives you a simple yet effective way to connect your clients to the unique value of what you do. With adaptability, alignment, accountability, and simplicity in mind, we crafted this outline to help you deliver the best experience possible. We tailor each outline to fit your company’s culture and goals so you can focus on delighting your customers. From start to finish, our outlines provide clarity, structure, and a sense of urgency. They also include a variety of checklists, templates, and forms to ensure you stay on track. And because they’re customizable, you can personalize them to match your brand and style.

 

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What you need before purchase

  • Basic knowledge of how to use Notion
  • Paid Notion account if you want to add lots of content to your template / Notion account (sign up here). Not much content? You’re able to use their free account.

After purchase, you’ll be able to view the template immediately. The template can be added to your Notion account by:

  • Click on the template download link in Gumroad
  • When viewing the Notion template, click on the “Duplicate” link in the top-right of your screen
  • The template will now be available in your own Notion account
Template Type

Premium

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