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.

Designing an agenda template specific to your customer needs and internal resources will help you stay organized and provide a consistent customer experience, no matter who is running the kickoff meeting.

Use the elements outlined in our Customer Kickoff Agenda Template to create your own template. Expand and customize it by adding details and steps specific to your business along the way.

The “how to” for this template can be found in the Customer Kickoff Play (High-Touch Kickoff > Step 2) in our Customer Onboarding Playbook.

Want more information?

If you’re ready for a customer onboarding solution on Salesforce that will help your company deliver a killer customer experience from day one, TaskRay may be the perfect fit. To learn more, check out one of our other webinars or send us an email.

Get Started with TaskRay

If you’re ready to find out how TaskRay can help you get every customer off to a great start, we’re here to help!