[PASTE PROJECT INTAKE AND KICKOFF PROCESS STEPS]
Include the following content in the body of the External Kickoff Call calendar meeting invitation: During this kickoff call we will review the following agenda items: [LINK TO LANDING PAGE, content here]. (list bulleted agenda items for preview)
Purpose: Sales handoff of project to the assigned Project Lead and/or Customer Journey manager.
Reference the Sales Discovery document(s) provided by the Sales owner.
Overview of Statement of Work
Our Goals and Process
Speak to sections noted on service pages:
Requests for Access and Resources
Make requests as noted on service pages:
Review Action Items