# Customer onboarding meeting notes template

Date: [add date]
Participants: [add names]
Purpose: [add purpose]

## First useful outcome

[Describe what the customer wants to accomplish first. Distinguish this from an internal activation metric or a list of product features.]

## People & responsibilities

[Record the sponsor, day-to-day owner, and setup responsibilities only when established. Surface gaps in ownership early.]

## Setup requirements

[List prerequisites and whether each is actually available. Never include credentials, tokens, or secrets in the notes.]

## Success check

[Agree what evidence demonstrates the first outcome. Avoid promising improvement metrics that were not measured or discussed.]

## Risks & dependencies

[Explain what might block progress and who can resolve it. Keep policy or security questions open until the appropriate owner answers.]

## Next steps

[Record accepted actions with dates as stated. Keep an onboarding target conditional on unresolved prerequisites.]