Meeting template with checklists and agenda

An Onboarding meeting is a crucial step when a new client signs up for your offerings. It establishes a strong relationship with the client by understanding their business objectives, introducing them to your product, and helping them harness the value. This Onboarding Meeting Template ensures a smooth onboarding process, making your new clients feel valued and welcomed, ultimately leading to a successful, long-term partnership. With this template, you can efficiently cover all necessary aspects of an onboarding meeting and ensure seamless communication post-meeting.


Onboarding Template

Meeting Prep Checklist

Review Client's Business Profile
Identify Client's Business Objectives
Prepare Product / Service Overview
Prepare for Product Demonstration and Training
Prepare Responses for Potential Questions

Meeting Agenda Template

  • Welcome and Introduction
  • Overview of the Onboarding Process
  • Discuss Business Objectives and Goals
  • Introduction to the Product/Service
  • Product Demonstration and Training
  • Questions and Clarifications
  • Define Next Steps and Timelines

Meeting Notes Template

  • Attendees List
  • Key Points Discussed
  • Client's Objectives and Goals
  • Points Raised During Product Demonstration and Training
  • Questions and Clarifications
  • Next Steps and Timelines

Meeting Follow-up Checklist

Update CRM with Meeting Notes and Call Recording
Send a Follow-up Email Recapping the Meeting
Update Deal / Opportunity / Account Records
Share Meeting Summary with Colleagues
Add Any New Meeting Contacts to CRM