CSM Kickoff Call Template

We are delighted to provide you with a complete presentation template for your first kickoff call with a new client. This comprehensive template serves as a valuable resource to ensure a successful introduction between your customer success manager and the new client. The kickoff call template outlines the essential elements and agenda items to cover during this crucial meeting. It facilitates a structured and impactful conversation, allowing you to establish a strong foundation, align expectations, and set the stage for a productive partnership. By utilizing this template, you can confidently navigate the kickoff call, make a positive impression, and begin building a strong relationship with your new client from the very start.

Contributed by:
Enrique Roth

Customer meetings

Experienced Customer Success Manager with 7+ years of experience working with SaaS companies in different industries, passionate about improving the value and relationship between Company and Client, taking on challenges and to continuously learn and grow.

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Here is a complete presentation template for your first kickoff call with a new client

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Contributed by: Shachar Avrahami

Shachar is the VP Product & Strategy at EverAfter. Shachar's elaborate background in product management & revenue operations spans from his work as Verbit's Director of Revenue Operations, to Head of Success Operations at Feedvisor.

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Contributed by: Mariah Urueta

Mariah boasts 4+ years of B2B SaaS expertise and 3+ years in Program Management from the non-profit sector. As Gong's 3rd Scale CSM, she expertly combined empathy and data to create a self-serve experience for the scale segment, achieving 2-3 times faster time-to-value for customers while managing 160+ accounts. Continuing her journey as Product Manager at LeanData, she excelled as an Associate Product Manager, leading the launch of multiple roadmap level features and integration enhancements.

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Processes & programs