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.