Free expert agendas

Onboarding meeting agenda templates

Free agenda templates for onboarding meetings.

45 mins

Client onboarding, with AML focus

A robust onboarding agenda that incorporates the internal considerations required when it comes to AML (anti money laundering).

Jacques Malan

Managing Director, XAMA Technologies

38 mins

Set the first 90 days of your client relationship on the right track with this meeting template for accountants.

Mary McGlinchey

Customer Success Specialist, Ignition

47 mins

A client-facing agenda for a kick off meeting with a new client. Typically run by a Partner, Onboarding Specialist, or Client Manager.

Rowan Van Tromp

Process Expert, Karbon