60-minute kickoff agenda
A timed 60-minute kickoff agenda with talking points, so the first Customer Success call is a plan, not a recap. Each block has an owner, an outcome and a closing question. Members can adapt it into a repeatable onboarding template.
Included in the Kickoff Pack · $97 CAD + applicable taxes
This agenda comes with every Kickoff Pack, along with the handoff brief, promise ledger and warm intro email.
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0–5 Sit down. Why they bought, in their words. 5–15 Promise ledger. Agreed / confirm / not in contract. 15–25 Stakeholders and risks. 25–40 Success in 30 / 90 days. What “productive” means here. 40–50 Mutual action plan. Owners, dates. 50–60 Warm close. Who sends what by Friday.
Members version includes the printable one-pager that ships in Kickoff Pack.