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Customer Success Kickoff Agenda - Free Business Template | ZenBuild | ZenBuild

Templates→Business→Customer Success Kickoff Agenda

Customer Success Kickoff Agenda

Collect agenda items and goals for a customer success kickoff meeting with a new client.

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Customer Success Kickoff Agenda

Collect agenda items and goals for a customer success kickoff meeting with a new client.

CSM Name*

CSM Email*

Client Name*

Kickoff Meeting Date*

Attendees (Client Side)*

Attendees (Internal)*

Client Goals and Success Metrics*

Key Milestones for First 90 Days*

Topics to Cover*

Product overviewIntegration setupTraining scheduleEscalation pathQBR cadenceSupport contacts

Open Questions from Client

Template Details

CategoryBusiness

IndustrySmall Business

Fields10

Uses0

Views5

customer successonboardingkickoffclient