If the client expects more communication

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It sets the tone for the rest of the engagement, so here’s what you’ll want to accomplish: Collect information about their internal process. If you’re picking up where your client’s team left off, find out what the existing process looks like and what their preferences are. Otherwise, ask about how they want to manage the relationship and what they expect process-wise. Ask for the client’s definition of success. Whether your sales rep debriefed your team or not, they’ll want to hear about the client’s goals from the horse’s mouth. This helps align the team and the customer on expected outcomes. Revisit the deliverables. The team likely has better context about the work being performed, so once they understand the client’s expectations, now is the time to confirm that the agreed-upon deliverables are appropriate and achievable. Reinforce the value you’re providing.
Be sure to handle any last-minute objections by sharing information that will banish Phone Number List buyer’s remorse   such as introducing your team’s specialties or any strategies you have for their success  . Set the cadence for communication. Just as the welcome packet/email sets expectations for the rest of onboarding, you’ll want to set expectations for the rest of the engagement during the kick-off call. This extends to how often the customer should expect updates, meetings, and other communication. Without this step, you may find that your team feels taxed . If your staff expects less communication, your client might feel left in the dark.



Outline action items for both parties. Both you and the client will have to deliver content and collateral to make the campaign a success. Nail down everything needed for the project, who will be responsible for what, and firm deadlines for submitting collateral. Post Kick-Off Meeting Once the kick-off call is complete, set your first regular check-in to evaluate progress made and for both parties to offer feedback. Here’s some best practices for the call: Revisit your client’s definition of success. Your account manager can’t influence what the customer is thinking when they don’t have visibility into all the work being performed. Think of this meeting as a course correction.