How to use the Customer onboarding plan template

Start a board from it
Use this template opens a new Freero board with the Customer onboarding plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Customer onboarding plan”.
Follow the instruction on the board
“Agree what “first value” means for this customer at kickoff and aim every step at it. Book the review before you hang up.”
Fill in each part
- Kickoff Week 1
- Setup Weeks 1–2
- Training Week 3
- First value Week 4
- Review Week 8
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Customer onboarding plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Sales to success handoff
Pass a newly signed customer from sales to the success team with everything promised, every contact and every known risk.
Churn risk review
Go through accounts that might leave: the warning signs, why you think they’re at risk, and the save plan with an owner.
Customer health score
Define how you score account health: the signals, their weights, the thresholds and what the team does at each level.
Onboarding kickoff call
Run the first call with a new customer: confirm why they bought, who is involved, what launch looks like and the next two weeks.
Account adoption plan
See which teams in a customer use which parts of the product, find the gaps and plan how to get more of them using it well.
Account plan
Grow one key customer on purpose: their goals, who matters, where you can help more and what could go wrong.