When scheduling kickoff calls:
- Please ensure that the team has at least 5 business days between the contract being signed and the call taking place (to allow them to prepare). If it’s a simple build or there are unique circumstances that require us to schedule the call earlier, please seek approval from the project owner
- Always ensure the sales rep and account strategist are copied on any communications with the client.
- Please review the relevant team member’s Google Calendars to identify times to propose to the client.
- Required Team Members vary based on the type of project. If you feel that having someone with technical subject matter expertise for the call is necessary, try to include some with that expertise on the meeting invite.