TEMPLATE | KICKOFF CALL NOTE

edited January 2023 in Catalyst 4 Catalyst

Utilize this note template to collect critical information about your customers in your first meeting!

Related support articles:

Related Build Resources:

Approximate build time: 5 minutes


Copy & paste Instructions

Instructions: The goal of this template is to allow the team to capture foundational knowledge from the customer coming out of the kickoff!

Howdy, Stranger!

Sign In

To view full details, sign in.