Enterprise Onboarding Kickoff

September 30, 2026, 2:00 PM40 min3 participantsCustomer Success

AI summary

Customer Success and Sales aligned on how new Enterprise accounts are onboarded, including who runs the kickoff call and what is covered in the first 30 days.

Enterprise onboarding
Kickoff calls
30-day plan

Decisions

Hold a kickoff call within five business days of signature10:00

Transcript

Sophia Anderson · 2:01 PM

Thanks, everyone. Let's start with where things stand.

Sophia Anderson · 2:10 PMDecision

Let's make it official: hold a kickoff call within five business days of signature.

Sophia Anderson · 2:15 PMAction item

I'll take this one: create 30-day onboarding plan template. It'll be done by Oct 2.

Sophia Anderson · 2:25 PMAction item

I'll take this one: share kickoff checklist with Sales. It'll be done by Oct 1.

Lucas Johnson · 2:31 PMAction item

I'll take this one: set up kickoff scheduling process. It'll be done by Oct 2.