The pre-kick off meeting is a short meeting to thank you for your business, confirm some details, agree on a kickoff meeting date, give you access to the onboarding workbook and answer questions. The duration of the meeting is typically less than 30 minutes.
- Welcome
- Thank You
- Confirm Kickoff Meeting Date
- What To Expect for the Kickoff Call
- Timelines (Client Journey) (High-Level Timelines) (Milestone Steps)
- Documentation (Onboarding Workbook)
- Q & A