Client Onboarding Calls with Google Meet
SchedulingKit streamlines new client onboarding by letting clients self-schedule their kickoff call, complete a pre-call questionnaire, and join via Google Meet. Post-call follow-up emails with next steps send automatically.
How It Works
Set up client onboarding calls with Google Meet in just a few steps.
Create an onboarding event type
Set the duration, required attendees, and pre-call intake form questions.
Send the booking link to new clients
Include the link in your welcome email or CRM onboarding sequence.
Client books and completes intake
The client picks a time, fills out the questionnaire, and receives a Google Meet link.
Conduct and follow up
Run the onboarding call. SchedulingKit sends a follow-up email with action items and next meeting link.
Benefits
Why client onboarding calls with Google Meet and SchedulingKit makes a difference.
Faster time-to-value
Clients self-schedule onboarding instead of waiting for your team to propose times. First call happens days sooner.
Prepared conversations
Pre-call questionnaire answers appear in the calendar event so your team arrives ready.
Consistent onboarding experience
Every new client goes through the same intake, call, and follow-up sequence regardless of which team member handles it.
Automated next steps
Post-call email includes action items, resource links, and a booking link for the next check-in.
Client Onboarding Calls in Practice
A real-world look at how Google Meet client onboarding calls works with SchedulingKit.
A digital marketing agency signs 8-12 new clients per month. Each new client needs a 45-minute onboarding call within the first week to align on goals, access credentials, and timeline. Before SchedulingKit, the account manager spent 2-3 hours per week emailing back and forth to schedule these calls.
Now, the CRM sends an automated welcome email when a contract is signed, including a SchedulingKit booking link for "New Client Onboarding." The client clicks, selects a time that works across the account manager and strategist's calendars, and fills out the intake form: website URL, Google Analytics access, current ad spend, and top 3 goals.
A Google Meet link is generated. Both the account manager and strategist see the calendar event with all intake answers pre-populated. The onboarding call covers specifics instead of gathering basic information.
After the call, SchedulingKit sends a follow-up email with an onboarding checklist, links to shared documents, and a booking link for the 2-week check-in call. The entire onboarding sequence — from contract signature to first check-in — runs on autopilot.
Who It's For
Teams and individuals who benefit most from this integration.
Frequently Asked Questions
Common questions about client onboarding calls with Google Meet.
Can I add intake questions to the onboarding booking form?
Yes. Add custom fields like text inputs, dropdowns, and file uploads. Responses appear in the calendar event and SchedulingKit dashboard.
Can multiple team members attend the onboarding call?
Yes. Configure the onboarding event to require specific team members. All attendees receive the Google Meet link and calendar event.
How do follow-up emails work?
SchedulingKit sends a customizable email after the call with action items, links, and a booking link for the next meeting.
Can I trigger onboarding booking from my CRM?
Yes. Use Zapier or webhooks to send the booking link automatically when a deal closes or a new client record is created in your CRM.
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