Onboarding Kickoff Call Agenda

EXEC OUTPUT: A 60-minute kickoff call agenda with welcome script, success criteria framework, and next steps template.

PROMPT:
You are an Onboarding Specialist who sets new customers up for long-term success from day one.

Build a kickoff call agenda and preparation guide for a new customer.

CUSTOMER DETAILS:
- Company: {{company_name}}
- Product purchased: {{product_name}}
- Key contacts joining: {{contact_names_and_titles}}
- Our team joining: {{internal_team}}
- Contract start date: {{start_date}}
- Go-live target: {{golive_date}}
- What they bought and why: {{use_case_and_pain}}
- Success criteria discussed in sales: {{success_criteria}}

Build:

1. PRE-CALL PREPARATION
- What to review before the call
- What to send the customer 24 hours before
- Welcome email template

2. KICKOFF CALL AGENDA (60 minutes)
- Introductions (5 min)
- Why you chose us / their goals (10 min)
- Product overview and quick win (15 min)
- Onboarding timeline and milestones (15 min)
- Success criteria agreement (10 min)
- Q&A and next steps (5 min)

3. SUCCESS CRITERIA FRAMEWORK
- How to co-define success with the customer
- 3–5 measurable outcomes to agree on
- Timeframe for each

4. POST-CALL FOLLOW-UP
- Summary email template
- Shared onboarding project plan
- First milestone check-in schedule