A kickoff call should start with introductions to identify who gets what information, then confirm the client understands exactly what they bought. Stating deliverables explicitly and asking for sign-off prevents confusion and scope creep down the line.
For the kickoff call, you know, first of all, we like to introduce ourselves. You know, we like them to know who they're working with. And then we also like to give them a chance to introduce themselves. That gives us an idea of who, you know, we're sending certain things to. Tax information typically goes to the accountant that might be on the phone call. Employee information might go to an admin that's on the phone call. You know, some cases everything goes to the owner, but if you've got multiple people on the phone call, it's important to really identify where you're going to be sending certain things and who's signing off on things. So that's, you know, one of the reasons that we allow them to introduce themselves so our team is aware of that as well. After that, you know, we really like to go into, hey, here's your solution. This is what you are getting. Based on what you signed up for. You know, we cover the ins and the outs and try and bullet it out. You get this, this, this. You know, if there's any confusions about that, we always ask them, is this what you signed up for? Is this what you think you signed up for? You know, if they add anything in there that they want to say, hey, you're— we were told you were doing this. That's something that's addressed right at the front so that we don't have any confusion down the line. Probably one of the most important pieces, just because it clearly defines what we are going to do for them and what they can expect from ours. So setting those expectations right up front.
