Blueprint: Conducting a kickoff call

Winning by Design Conducting a kickoff call

The kickoff call is a pivotal moment in the customer journey because it sets the tone for the post-sales stages of customer engagement. It’s an opportunity for Customer Success professionals to set expectations, understand change management requirements, align with all key stakeholders, and start building a business relationship with your new customers.

This blueprint is a step-by-step guide to help you use the kickoff call to create an immediate impact for your customer.

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