Download eBook!

Get In-the-trenches advice from two customer success professionals

Kickoff is arguably the most important meeting in a customer relationship. It’s the first chance the post-sales team gets to demonstrate to a new customer that they are going to get what was promised during the sales cycle. It’s also the first chance a Customer Success team gets to set the stage for an enduring and mutually beneficial relationship.

In the e-book The Keys to Conducting a Great Kickoff, we provide CSMs with insight into for getting off on the right foot with new customers from the perspective of two different Customer Success professionals. They cover:

  • Putting Kickoff in Context
  • Preparing for Kickoff
  • The Kickoff Agenda
  • Meeting the Needs of the Customer During Kickoff
  • Asking Good Questions

If you'd like to find out more about Bolstra's agile Customer Success Management, request a demo today.


Bolstra is the industry's only agile Customer Success Management Platform. Illuminate your customer experience so you can do the right work at the right time and operationalize your best practices–resulting in more customer advocates.