Free template, copy and use

Free customer onboarding call template

Onboarding sets up the whole relationship. This template confirms what success looks like for the customer and the steps to get there, with owners on both sides.

Let Acta fill it in

Paste it into Google Docs, Word, Notion or an email. Replace the [brackets].

Customer onboarding call template

Customer

Company: [name] | Plan: [plan] | CSM: [name]

Goals and success criteria

In 90 days, success means: [result]

Stakeholders

[Name] | [role] | [what they care about]

Setup checklist

[Step] | Owner: [us / them] | Due: [date] | Done

Training

[Session] | Audience: [team] | Date: [date]

First milestones

[Milestone] | [date]

How to use this template

  • Write the customer's success criteria in their words.
  • Name an owner on the customer's side for each setup step.
  • Book the first check-in before the call ends.

Skip the typing

Acta records your Zoom, Google Meet and Teams meetings, with or without a bot, and writes the notes for you: a summary, decisions, next steps and action items with owners, next to the transcript. Free for 15 days.

Try Acta free Customer QBR template

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Frequently asked questions

Related:

Who should join a customer onboarding call?

The customer's project owner and main users, and your CSM or onboarding lead.

What comes after onboarding?

Regular check-ins and, for larger accounts, a quarterly business review.

Is this customer onboarding call template free?

Yes. Copy it into Google Docs, Word, Notion or an email and use it as often as you like. No sign-up needed.

Can AI fill in the customer onboarding call for me?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, with or without a bot, or in person with the mobile app, and writes the notes, decisions and action items with owners afterwards. Anything the meeting didn't cover is left out, not made up.