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Customer Kick Offs In Coda
Running Customer Kick Offs in Coda
Kickoff Meeting
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Kickoff Meeting

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Introductions

On this page update the list of all attendees by pulling from your people table in Setup. Use the open field "My goals for this relationship" as an opportunity to engage with your customer during the kickoff and fill out some key details about them and their needs.
Introductions: The Coda and Acme Team
1
Company
Name
Title
Role in Coda
My Goals for this Relationship
Image
Coda
2
Toni Watt
Customer Success
Doc Maker
Add customer goals here as you go through
Toni Watt 1x.png
John Scrugham
Customer Success
Doc Maker
​
Acme Co
2
Joe DiMento
Head of Enterprise
Doc Maker
​
Benjamin Huynh
Customer Success
Admin
​
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