Kickoff call with client

Owned by Alex Logsdon (Deactivated), created
Last updated: Feb 07, 2023Version comment
1 min read

What to know

In this meeting, we get to know each other, get an overview of JUNO, and get started on our journey. The agenda includes:

  • Go over 7 E’s

  • Review implementation timeline

  • Briefly go over how JUNO works (Site configuration & content upload)

  • Go over the general run of show

  • Different session types that JUNO offers

  • Important exposure dates (When do we want to let users, staff, exhibitors on the platform?)

  • Set up recurring meeting times

Homework (Prepare before the meeting)

Client team

JUNO team

Review JUNO's 7 E's
Review Session types
Determine a few dates the team is available for recurring weekly meetings

Walk through the handoff form with Sales Representative
Create implementation timeline for client

What to do during the meeting

Client team

JUNO team

Gives a simple overview of conference
Shares any internal deadlines and platform exposure (opening) dates

Leads Introductions and Icebreakers
Shares an E and explains JUNO’s values
Explains process through implementation timeline
Outlines purpose and details of next (4) meetings

Resources