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

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.