# Plan a customer onboarding kickoff call

An agenda, discovery questions, and talking points for a first onboarding call that sets clear goals and next steps.

- Topic: Customer Support
- Framework: Few-Shot
- Level: Standard
- Tags: HR & Hiring, Customer Support, Meetings, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/plan-a-customer-onboarding-kickoff-call

## Prompt

```text
Help me prepare for an onboarding call with a new customer.

**Product or service:** [WHAT we provide]
**Customer:** [company type and size, or individual; who will be on the call]
**What they bought and why:** [plan, goals they shared during the sale]
**Call length and format:** [e.g. 45 minutes, video or phone]
**What I already know:** [notes from sales, their current tools or process]
**What success looks like for us:** [e.g. first value in 14 days, X users active]

Give me:
1. A timed agenda for the call.
2. A short opening that confirms why they bought and what they expect.
3. Discovery questions to gauge their knowledge and readiness: current process, who will use it, technical setup, data or access we need, decision makers, deadlines, and concerns.
4. Follow-up questions to ask when an answer is vague.
5. What to explain on the call (only the essentials for getting started) and what to save for later training.
6. A way to agree on 2-3 measurable onboarding goals and a target date.
7. Signs of risk to listen for (no clear owner, unrealistic timeline, mismatch with what was sold) and how to respond.
8. A recap email template: goals, responsibilities on both sides, next meeting, and resources.

Keep the call customer-led: more listening than presenting.
```

## What to fill in

- WHAT we provide
- company type and size, or individual; who will be on the call
- plan, goals they shared during the sale
- e.g. 45 minutes, video or phone
- notes from sales, their current tools or process
- e.g. first value in 14 days, X users active

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.