Onboarding Note

Value of This Blueprint

Onboarding is a high-stakes moment in the customer journey, where context is gathered and relationships are formed. This template helps CSMs capture key details like commercials, contacts, goals, and sentiment—ensuring alignment and momentum as teams work toward implementation milestones.

High-Level Strategy

This template provides a guided structure for documenting onboarding conversations:

• Captures customer goals and objectives
• Provides fields for documenting stakeholders and roles
• Allows for sentiment updates at each touchpoint
• Creates space for implementation notes and blockers

Technical Guidance

• Integrate Accounts & User data
• Setup Lifecycle Tracking

What's Included in This Blueprint

• Onboarding Call Note Template