The Kickoff call is likely the first opportunity for the CSM and the Customer to meet and discuss the Project in-depth. The goal is to set expectations, understand the customer’s timeline, constraints and business objectives.
During the kick-off Meeting following would be discussed:
- Intro of Teams
- Subscription Overview
- Scope Overview
- Goals and Objectives
- Plan of Action
The best way to prepare for a Kickoff Call is discuss internally what your business objectives are and discuss in detailed with CSM during kick-off meeting.