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Customer Kick Offs In Coda
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Kickoff Meeting

Your Goals with Coda


This is where we want to rely heavily on what we already know about our customer. Use the survey results to build a comprehensive picture for your customer that lets them know you understand what they need. In the next section we’ll build out the plan for how Coda will deliver the results they are looking for.

Use the linked "Use Cases" list to map your personal use cases back to the customer goals, and review with the customer during kickoff how you can help them hit their goals.

Acme Co Company Goals
0
Your Goals
Coda Use Case
1
Improved Team Communication
Team Meetings
2
Cross-Team Collaboration
Project Management
OKR Planning
3
Increased Productivity
CRM
One on Ones
4
Visibility into Company Goals
OKR Planning
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