The Kickoff Call: What Should You Check When You Begin A New Project?

The best way to impress a new client is to be organised and make the next steps as easy to undertake as possible. Doing the basics well at the beginning will help you a lot at the end.

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Preparing For The Kickoff Call

Once the contract is signed (and the PO issued), you should set up a ‘kickoff’ call with the client. This kickoff call should serve as the official launch date of the project.

It’s good practice before the kickoff call to share the agenda.

However, you should also share:

1. The project timeline. This should be linked to within the agenda itself.

2. The key questions you need answers to. If you need access to any data or internal stakeholders for example, you should have these listed and written down.

3. The next steps are ready to go. Make it as easy as possible for the client to take the next steps. We have a template our clients can use to add the details of stakeholders we think we should speak to. We also have an introductory script for introducing us to internal and external stakeholders and a list of data sources we wish to access.

What Should You Cover On The Kickoff Call?

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