Client Kickoff

Starting a new engagement? Run the kickoff panel:

• kick off this client engagement
• build my first-30-days plan
• run the kickoff panel

The panel produces:

• Onboarding timeline — week-by-week plan for the first month
• Credential checklist — all the logins and access you need to collect
• Fast Cash Campaign — a quick win you can deliver in week 2-3 to build trust
• Risk register — what could go wrong and how to prevent it
• Stakeholder map — who to talk to first and why

The Fast Cash Campaign is key — it's a low-effort, high-visibility win that pays for your first month before the strategic work kicks in.