Mention the Room on your first call so the customer knows where to find onboarding materials and next steps. Use the Room to keep onboarding content organized and reduce follow-up threads. Show tagging and commenting to technical customers so they collaborate inside the Room instead of email. Start with a lean onboarding Room, then add sections as the customer lifecycle progresses.
Prerequisites & Requirements
Plan: All plans
Permissions: Any user with access to add content to Room.
Technical Specs: None
How to introduce the Room on your first call
Mention the Room during the first call (or share your screen and show it).
Say: “This Room helps us keep things organized, share content, and track next steps.”
If the customer is technical, show collaboration tools:
Click Comment on an item.
Type a comment.
Use @Tag to tag a stakeholder.
What the Buyer sees
The customer opens the Room and finds onboarding content and next steps in one place.
The customer comments on items and responds to tags (when you show them how).
How to share a Room with a customer
Open the Room.
Click Share.
Copy the Room link.
Send the link to the customer (for example, in your post-call recap).
How to start with a lean onboarding Room
Add only the core onboarding items first:
Add a Welcome message.
Add an Onboarding process overview.
Add the Onboarding deck.
Add integral documents/presentations for the start of onboarding.
Add more sections as onboarding and the customer lifecycle evolves.
Troubleshooting & Error States
Q: Buyer sees “Access Denied.”
Answer: Click Share and invite the customer again with the correct email address.
Q: Buyer sees “Link Expired.”
Answer: Click Share, copy a fresh link, and resend it.
Pro-Tips
Show tagging and commenting on the first call for technical customers so they use the Room as the collaboration channel.
Keep the first version of the onboarding Room short so the customer finds the process overview and deck fast.