Open an onboarding kickoff call with a new customer. Set the agenda, confirm goals, and explain the next step.

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Accepted Answer

I would open with a clear and friendly structure. For example: Thanks for joining the kickoff. My goal today is to understand what success looks like for your team, confirm the key milestones, and agree on the first actions for onboarding. To start, what business outcome do you want to see in the first thirty to sixty days? This keeps the call focused on outcomes, not only setup tasks.