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Client Kickoff Process

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Written by Jules McNeill
Updated over a year ago

Who This Applies to: All Account Managers & Account Directors

What’s New: We have revised the process to be a 2-part kickoff which helps with calendaring and giving the team a little more time to dig into the account.

Reminder: Review the full process before each kickoff, kickoff tasks will also be created for the AM upon deployment of the new schedule.

Where to Find the Details: Full Process Outlined Here

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