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The modern kickoff call is worthless. I’ve seen way too many companies make the same mistake which is doing the kick off call because “that’s what you do.”

Not understanding the why behind kick off calls will cause those companies to start off on the wrong foot.

So why do we do kickoff calls?
Kickoff calls should be used to instill confidence in your new customers that you are a trusted advisor/guide. The more confidence you instill the more your customer will do what you ask them to do during their onboarding experience. 

Now what?

Get rid of all the fluff. Cut back on intros. Come prepared to kickoff calls so customers aren’t repeating what their desired outcomes and and who they are. Spend more time in outlining the journey they’re about to go on and plan for resources. If you mess it up, you’ll spend a lot of time making up a lot of ground that 30 minutes of preparation could’ve prevented. Check out this episode of our QOTW livestream below to learn more:  

 

yes get rid of the FLUFF. make the agenda before the meeting on the goals of the kickoff, ensure only the parties from the customer side you NEED are in attendance. If a sr exec joins and you dont need them in the kickoff you may never get them back into a meeting.

Well said @dana_slapfive! The best way to ensure you never see the sr. exec again is to invite them to a call where they aren’t needed!

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