Slide 38
Slide 38 text
INTERNAL
Determine who needs to be part of the conversation. Typically you’ll have sales,
marketing, product, customer success, finance, business operations, and leadership.
Schedule the meeting and present what you have found. (💡Tip: Focus on what’s
important to them.)
Ask for resources and get their commitment.
Assemble the team and align on what is the objective.
Draft the plan, have the kick-off call, get to work.
EXTERNAL