Customer Onboarding Kickoff Call: The Agenda as Cue Cards
Updated 2026-11-01 · 2 min read
This rail is for the kickoff with a new customer, the first call after the contract is signed. Their team is meeting yours, and the person who bought wants to look smart in front of them. When every owner and date is on a card, nobody leaves unsure what happens next.
The rail
Welcome and introductions
- Thanks, and why this project matters for [their team]
- Who's who on our side: [people and roles]
- Ask each person what they need from this
Goals and success
- The goal from the sale: [goal]
- First result: [milestone] by [date]
- What would make this a win for you personally?
The plan
- Setup: owner [person], done by [date]
- Training: owner [person], done by [date]
- First real use: owner [person], by [date]
What we need from you
- Access to: [systems or data]
- One main contact: [person]
- Time from [team], about [hours] a week
Anything that could slow us down?
- Holidays, launches or audits coming up?
- Anyone who wasn't part of the decision?
- What happened the last time you rolled out a new tool?
How we'll stay in touch
- Weekly update by [email or call], every [day]
- Questions go to: [channel]
- If something breaks, call [person]
Wrap up
- Recap owners and dates out loud
- Next meeting: [date]
- Notes and the plan sent by [day]
How to use this rail
- Copy the rail. Press Copy this rail. It copies every card as text, with a heading on each one.
- Paste it into a new note in GlideRail. GlideRail spots the headings and offers to split the text. Press Split into sections: the rail's name at the top becomes the note's name, and each card heading becomes its own card.
- Fill in the brackets. Agree the owners and dates with your own team first, so you're not deciding them live in front of the customer.
- Open Cue Mode. Put the window near your camera, then move between cards with ⌘[ and ⌘] (they work from any app while Cue Mode is open) or a two-finger swipe.
- Turn on Live Rail, if you like. On an Apple Silicon Mac it listens to the call and offers the card whose heading matches what was just said, so a question about how you'll stay in touch can bring up that card. One click opens it, and it never changes cards on its own.
If you share your project plan, turn on Invisible first (Pro), and the share leaves the cards out. On Zoom, first set Settings, Share Screen, Advanced, Screen capture mode to "Advanced capture with window filtering" (the Zoom guide shows it). Cue Mode and Live Rail are Pro too, and every download comes with 7 days of Pro, free, with no card needed.
Make it yours
Rename the steps in "The plan" to match your real rollout, and keep it to the next few weeks. If one team on their side always pushes back, give them a card with their questions. Reuse the rail for every kickoff and keep a filled-in copy per customer.