Customer Onboarding Agenda

---
template_id: customer-onboarding-agenda
template_version: 1
template_source: promptopoly-curated
template_mode: live
---

# Customer Onboarding — [Customer Name]

<!-- Created: YYYY-MM-DD · Meeting: First Touch -->

## Pre-Meeting Preparation
<!-- Complete these steps before the call starts. -->
- TODO: Review the customer's website and recent press releases
- TODO: Prepare a tailored demo environment with their branding
- TODO: Confirm attendee list and roles with the champion
- DONE: Send calendar invite with video link and agenda
- NOTE: Check CRM for previous interactions or support tickets

## Agenda (60 Minutes)

### 1. Introductions (5 min)
<!-- Build rapport and set the tone. -->
- TODO: Introduce your team with roles and expertise
- NOTE: Ask each attendee about their priorities for the session
- DONE: Confirm the scheduled time and expected outcomes

### 2. Needs Discovery (15 min)
<!-- Listen more than you talk. -->
- TODO: Walk through their current process and tooling
- TODO: Identify the top three pain points they want to solve
- NOTE: Capture verbatim quotes for internal storytelling
- DONE: Validate the problem statement from the sales handoff

### 3. Solution Mapping (15 min)
<!-- Connect features to their specific pain points. -->
- TODO: Present only the modules relevant to their use case
- TODO: Show how data migration works with their existing formats
- NOTE: Avoid feature dumping; keep it conversational
- DONE: Prepare one relevant case study from their industry

### 4. Implementation Timeline (10 min)
<!-- Set realistic expectations. -->
- TODO: Propose a phased rollout with clear milestones
- TODO: Identify internal blockers and required approvals
- NOTE: Flag any custom development or integration needs early
- DONE: Prepare a sample project plan to adapt live

### 5. Q&A and Objection Handling (10 min)
<!-- Address concerns directly. -->
- TODO: Answer technical questions or escalate to engineering
- TODO: Clarify security, compliance, and data residency policies
- NOTE: Write down objections to refine sales enablement later
- DONE: Prepare a one-page security overview document

### 6. Next Steps and Close (5 min)
<!-- Leave with mutual accountability. -->
- TODO: Confirm action items with owners and deadlines
- TODO: Schedule the technical deep-dive or kickoff meeting
- NOTE: Ask for feedback on what would make the pilot successful
- DONE: Prepare a draft mutual action plan template

## Meeting Notes
<!-- Capture details that do not fit into structured fields. -->
- Champion: [Name · Role · Email]
- Economic buyer: [Name · Role · Influence level]
- Budget status: [Approved / Pending / Unknown]
- Desired go-live: [Target date and hard deadlines]
- Current stack: [Tools they use today and integration points]
- Success criteria: [How they will measure the pilot]

## Follow-Up Checklist
<!-- Complete every item before the next touchpoint. -->
- TODO: Send tailored proposal with pricing and scope
- TODO: Schedule technical architecture review
- TODO: Introduce assigned customer success manager
- TODO: Set up sandbox environment with sample data
- TODO: Share implementation guide and training schedule
- DONE: Add all notes and contacts to CRM opportunity
- NOTE: Set a reminder to check in after 48 hours

<!-- markedit::meta
template: customer-onboarding-agenda
template_version: 1
tasks_open: 5
tasks_done: 3
progress: 38%
status: draft
-->