Customer Success

Client Kickoff Meeting

For starting new client engagements and setting expectations

Customer Success ManagerAccount ManagerImplementation Lead

Structure

Project Overview

Project scope, objectives, key deliverables, and high-level approach.

Team Introductions

Team members from both sides, their roles, and primary points of contact.

Timeline & Milestones

Project timeline, key milestones, important deadlines, and phase breakdown.

Communication Plan

Meeting cadence, status update frequency, escalation process, and communication channels.

Success Criteria

Clear definition of project success, acceptance criteria, and quality standards.

Next Steps

Immediate action items, required information from client, and next meeting schedule.

Examples

Examples coming soon