Onboarding Kickoff

Often times, the Apty Onboarding Kickoff meeting is the first opportunity for the Customer and the Apty Customer Success Manager to introduce and discuss the use case in-detail. The Onboarding Kickoff meeting agenda usually includes:

  • Introductions between Apty & Customer teams
  • Subscription & Partnership Overview
  • Roll-out Methodology
  • Goals and Objectives
  • Mutual Action Plan
  • Next Steps

The best way to prepare for your Onboarding Kickoff is to gather all key stakeholders for your digital adoption program, discuss primary business objectives, goals, and expectations so you may share them during the meeting with your Customer Success Manager and align on an Action Plan.