Introducing a new tool to your team is most successful when you have a clear plan and the right resources. This guide walks you through the key milestones, IT setup, communication timeline, and learning materials to help your team build healthy meeting habits with Fellow from day one.

Key Milestones Checklist

Use the following checklist to track your progress through the onboarding process.

Announce Fellow to your team and send invitations to join the workspace
Coordinate with IT to connect Fellow to your existing tools and deploy the desktop app organization-wide
Create an internal support channel (for example, a Slack channel) where teammates can ask questions and get redirected to [email protected] if needed
Use Fellow’s communication and training resources to roll out the tool and train your team asynchronously
Work with HR to incorporate Fellow into your new hire onboarding process
Attend Fellow product launch events or live webinars to stay up to date on new features

Onboarding Overview

Resources to Equip Your Conversations With IT

Your IT team plays a key role in a successful rollout. Sharing the right resources early will help them get Fellow deployed quickly and securely.

Google Chrome extension

The browser extension improves Fellow usage by 3.6x. By embedding directly into Google Calendar, your team can prepare for meetings and review action items without changing their existing workflow. Work with IT to push the extension to all users.

Fellow desktop app (macOS and Windows)

The Fellow desktop app provides the best in-meeting experience through Companion Mode, which opens Fellow notes side-by-side with virtual meetings automatically. Teams with the desktop app are 5.7x more likely to adopt Fellow successfully. Ask IT to deploy it org-wide.

Microsoft Teams integration

The Fellow MS Teams integration lets teammates access and edit notes without leaving Teams. This is especially valuable for teams who rely heavily on Teams for their day-to-day communication.

IT resource deck

Fellow has a dedicated IT deck covering security, data privacy, the Fellow tool stack, and a recommended implementation plan. Share this with your IT team to give them the full picture before rollout.

Communication Timeline

A clear timeline is one of the most important factors in a successful tool launch. The schedule below is based on what has worked best for teams previously onboarded with Fellow.

Week	Audience	Channel	Purpose
Week 1	All Company	All Hands	Make a formal announcement from leadership to set the strategic context.
Week 1	All Company	Email, Slack or MS Teams	Send the official launch email with a call to action to sign up and download the app.
Week 1	Managers	Email, Slack or MS Teams	Send a private message to managers with talking points and an invitation to their masterclass.
Week 2	All Company	Email, Slack or MS Teams	Send a reminder about the upcoming training sessions and share a few "Getting Started" tips.
Week 3	Managers	Email	Send a check-in to see how their masterclasses are going and collect initial feedback.
Week 4	All Company	Email, Slack	Share a success story from a pilot team or a specific feature highlight to encourage deeper use.
Week 5	All Company	Email, Slack	Request initial feedback on the tool via email.
Week 6	All Company	Email	Send the final "Wrap-Up" email, celebrating success and outlining the long-term support plan.

Learning Resources

Fellow provides a range of self-serve and live resources to help your team get up to speed at their own pace.

Self-help wiki

Fellow’s example wiki page can be copied into Confluence, Notion, or wherever your team stores internal documentation. Use it as a starting point for your own internal Fellow guide.

Fellow Help Centre

The Help Centre includes step-by-step articles, screenshots, illustrations, and FAQs covering all of Fellow’s features. It’s a great first stop for teammates who have questions.

Live webinars

Fellow runs scheduled live webinars where users can ask questions and hear directly from the Fellow team. All webinars are recorded so teammates who can’t attend live can still watch them. Check the Fellow website for upcoming sessions.

Peer support

A culture of peer support goes a long way. Consider setting up a dedicated Slack channel or MS Teams chat where experienced Fellow users can help their colleagues with questions as they come up.