Kickoff Call Checklist for Onboarding New Customers
Hi everyone, I was wondering if anyone has a checklist on how to run a kickoff call with a brand new customer. I'm an onboarding specialist very recent to Clay and am looking to understand the following:
What topics/agenda items that should be covered in the kick off call?
Any quick wins I can get away from the first call?
Should I build a table in the first call?
TYIA
