Resource
THE KICK-OFF CALL
Your official welcome, expectations reset, and relationship-builder.
This isn’t just about tools and tasks—it’s your chance to set the energy for your entire working relationship. The kickoff call creates alignment, trust, and clarity. Think of it as your team’s Day 1 handshake.
What to Cover
Access & Setup
Double-check access to email, calendars, project tools, files, and communication platforms.
Communication Style
Align on how you’ll stay in touch:
When to use Slack, email, or async updates
Ideal response times
Meeting cadence (if any)
Immediate Priorities
Outline top 2–3 focus areas for their first week. Share key SOPs and workflows.
Contract & Admin
Confirm:
Payment schedule & invoicing
Project milestones or timelines
Any lingering questions about expectations
Open Q&A
Create space for questions or clarifications—it shows trust and avoids future misunderstandings.
Bonus Tip: Break the Ice
Spend the first 5–10 minutes getting to know each other on a human level.
Try asking:
“What’s your favorite way to start the day?”
“What’s something you’re excited to learn in this role?”
“Coffee or tea?” ☕️🍵
Why It Matters
People remember how you made them feel—not just what you said. The kickoff call builds trust, clears confusion, and lays the groundwork for a smooth, collaborative partnership.