The Kickoff Meeting Agenda Template by Nir Kalish

Onboarding is a critical phase in the customer journey, serving as the foundation stone for the entire relationship. For me, the kickoff meeting isn't just an essential part of onboarding; it's the linchpin for establishing long-lasting customer satisfaction and loyalty. Conducted correctly, it minimizes churn risk, reduces frustration, and maintains momentum, setting the stage for a successful partnership.

In this comprehensive cheatsheet, we dive deep into why the onboarding kickoff is so crucial, who should be involved, and how to structure the meeting to ensure you lay a solid foundation.