4 steps to a successful client kickoff call

You’ve moved through your sales process, potentially gone back and forth, and finally booked the client. Right after paying the invoice and/or signing the contract, it’s time to set expectations, align project goals, and set the tone for how you and your client will work together.

The best way to do this is with a kickoff call. Rather than an email or document, you want to come together with a clear understanding of the project and make the time for questions that might come up in real-time. That way, you can easily move through the rest of your client onboarding process.

Here’s everything you need to conduct a successful project kickoff. Read more.