Kickoff Call

It is the first structured meeting between a new customer and a vendor post contract signing to align service expectations. This is an opportunity to introduce the CSM, and discuss and confirm onboarding timelines.

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THE HONEST TRUTH
A kickoff call is the platform to understanding the expectations of the new customer. A vendor who uses this to present their internal process, rather than asking questions to understand the customer’s goals, sets the relationship up for failure.