Maturity

Reactive

Create Seamless Alignment with a High-Touch Kickoff

The customer kickoff is crucial to building trust with your customers and setting them up for long-term success with your product or service.
July 19, 2024

Get Your Customer Off to the Right Start

The customer kickoff is when your customer transitions from working with your sales team to your post-sale team. But the kickoff isn’t just about introducing customers to your onboarding or customer success team. This meeting is about creating alignment with your customers around goals and outcomes, setting expectations, and establishing a reliable communication structure. This is an opportunity to form relationships with your customer champions and identify key areas where you can deliver value quickly.

Get the Full Play!

Free Resources to Help You Run this Play
What is a High-Touch Customer Kickoff?
A high-touch customer kickoff is a hands-on meeting with new customers after the sale to set expectations and define your project goals, timeline, and execution. This approach is best if your organization offers a product or service that requires hands-on installation, training, or implementation.
This Play’s Objective
This play is for any business that wants to support their new customers from day one by providing proactive knowledge and guidance. You have a designated team that will develop an active post-sale relationship with your customers via high-touch communication.
You'll Walk Away with:
  • Meeting agenda templates that will help you capture all of the info you need from your new customers at the outset of the project
  • Defined team roles and responsibilities for customer kickoff meetings
  • Meeting agenda templates that will help you capture all of the info you need from your new customers at the outset of the project
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