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Successful kickoff partnership template

Successful kickoff partnership template

Introduction

One of the most important decisions that, as a Customer Success leader, you can make is taking on a high-value partner. It goes without saying that a right start to the relationship can get you ahead exponentially. If not, it can set you back years.

Setting clear expectations should be the first step when introducing a new client. The parties involved should know what to expect and what not to.

The aim of this meeting is to accomplish the following:

  • Aligning Customers’ business with yours to find the right partnership expectations.
  • Establishing objectives and tracking core KPIs.
  • Facilitating long-lasting partner relationships

You only have one opportunity to make a first impression. If you can kick off this partnership meeting by discussing critical points and aligning on the partner expectations, then you’re guaranteed to change the nature of your partnership.

Grow your multi million dollar portfolio with the best Customer Success Software!

Key highlights of the template

The template highlights the steps and the goals that as a Customer Success Manager you are trying to achieve.

Introduction to the template

Tasks for the CSM, need to be carried out during the meeting, are clearly outlined in the template.

Grow your multi million dollar portfolio with the best Customer Success Software!
Image showing the 'tasks' section in the template

                                                                                

                                                                                    Here is the complete Successful Partnership kickoff template

Complete Successful Partnership Kickoff template

Introduction

One of the most important decisions that, as a Customer Success leader, you can make is taking on a high-value partner. It goes without saying that a right start to the relationship can get you ahead exponentially. If not, it can set you back years.

Setting clear expectations should be the first step when introducing a new client. The parties involved should know what to expect and what not to.

The aim of this meeting is to accomplish the following:

  • Aligning Customers’ business with yours to find the right partnership expectations.
  • Establishing objectives and tracking core KPIs.
  • Facilitating long-lasting partner relationships

You only have one opportunity to make a first impression. If you can kick off this partnership meeting by discussing critical points and aligning on the partner expectations, then you’re guaranteed to change the nature of your partnership.

Grow your multi million dollar portfolio with the best Customer Success Software!

Key highlights of the template

The template highlights the steps and the goals that as a Customer Success Manager you are trying to achieve.

Introduction to the template

Tasks for the CSM, need to be carried out during the meeting, are clearly outlined in the template.

Grow your multi million dollar portfolio with the best Customer Success Software!
Image showing the 'tasks' section in the template

                                                                                

                                                                                    Here is the complete Successful Partnership kickoff template

Complete Successful Partnership Kickoff template

Download the Successful kickoff partnership template now

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