Customer success meeting scheduling that starts with context
Collect what you need up front, so kickoff and onboarding calls skip the basics.
CalStack schedules customer success meetings, from onboarding and kickoff calls to check-ins and research sessions, through a booking page that asks your questions before the customer picks a time. Each call gets a Google Meet link, and you join knowing the customer's goals and setup.
That matters most on the first call. If customer onboarding opens with a request to repeat what the customer already told sales, the handover has failed before it begins. With the answers collected at booking, you start where sales left off, and leave with a written recap.
Where onboarding calls lose time
The handover drops details
What the customer told sales rarely reaches the person running onboarding. The customer ends up explaining it twice.
Scheduling drags on
Finding a kickoff time by email can take days, and the gap between signing and starting grows.
Follow-ups depend on memory
Without a record of what was agreed, next steps get lost between one call and the next.
An onboarding call, before, during, and after
Before the call
Collect the context when they book
Give each kind of call its own booking page: onboarding, kickoff, user research. Each one asks its own questions. Before you join, generate an agenda from the customer's answers.
During the call
Keep the agenda next to the call
The side panel in Google Meet shows the customer's answers and your talking points. Tick off each point as you cover it.
After the call
Leave with a next step
Add your notes and tag the outcome. CalStack writes a recap with a summary, key points, and one suggested next step that you can copy into your follow-up.
What customer success teams use
A booking page for each kind of call
Onboarding, kickoff, and research calls need different questions and different lengths. Each booking page has its own.
- Its own questions, meeting length, and weekly hours
- Its own hosted link to send to customers
- A bookings list you can filter by booking page
Intake questions customers finish
Customers see one question at a time with a progress bar, and can skip the optional ones.
- Text, number, date, choice, and rating questions
- Follow-up questions based on a choice
- Room for notes and up to 5 extra guests on the booking
An agenda from their answers
From the booking, ask CalStack for an agenda. It writes ordered talking points from what the customer told you, with suggested minutes that fit the call length.
- Your own instructions to steer the agenda
- Edit, reorder, add, or remove topics
- The same talking points in the dashboard and in Google Meet
Notes, outcomes, and recaps
Notes are private to your team, and the recap is written from them.
- Summary, key points, and one suggested next step
- Regenerate or copy the recap
- Custom outcome tags, set by the organization owner
Rescheduling without email
Every calendar invite carries a link to reschedule or cancel.
- The customer picks a new time from your free slots
- The same calendar event is updated
- Google Calendar notifies everyone on the booking
Works with the tools your team already uses
Google Calendar and Google Meet are built in. Each booking page can also send new bookings to Zapier, or send an email about each one from your Gmail account, with the customer's answers included.
Questions and answers
- How do customers book an onboarding call?
- Send them the booking page's link, for example in your welcome email, or add the booking widget to your app's help pages. The customer answers your questions, picks a free time, and gets a Google Calendar invite with a Google Meet link. Google Calendar and Google Meet are the only calendar and meeting tools supported.
- Can onboarding calls be shared across the customer success team?
- Yes. A booking page can rotate calls among several team members by round robin, spreading them evenly or offering the most free times, or send a customer to a specific person based on an answer, such as their plan or region. Owners and editors can also hand a booking to a teammate later.
- Are agendas created automatically for every booking?
- They can be. Turn on talking points for a booking page and CalStack writes an agenda from each customer's answers when they book. You can also generate one from the booking in your dashboard, and edit the result before the call.
- Can customers reschedule an onboarding call themselves?
- Yes. Every calendar invite carries a link to reschedule or cancel. The customer sees your free times in their own timezone, and the same calendar event is updated.
- Is the recap sent to the customer automatically?
- No. The recap stays on the booking. Copy it into an email or a message when you want to share it.
- Does CalStack record or transcribe the call?
- No. The recap is written from the notes you type during or after the call. Nothing is recorded.
More use cases
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