Customer Success Kickoff Call Template

Why use Dock’s Customer Success Kickoff Call Template?

Dock’s Customer Success Kickoff Call Template is the most organized, collaborative way to start new customer relationships on the right foot.

With Dock, customer success teams can centralize goals, customer onboarding materials, and action plans in a single shared workspace—eliminating scattered email threads and lost documents. Customers can access everything with just their email, so there’s no need to manage extra logins or passwords.

Dock’s modern, flexible editor allows you to customize each kickoff meeting workspace with embedded videos, customer-specific success plans, and real-time updates. The workspace isn’t just a one-time reference—it becomes a living document that both your team and your customers can update throughout their journey.

And with Dock’s built-in engagement analytics, you’ll know exactly which materials your customers are using, what they’re clicking on, and who’s engaging with key onboarding steps.

Here’s what else the Customer Success Kickoff Call Template can do for you:

Create a seamless onboarding experience

• Provide a single destination for onboarding materials, timelines, integrations, and next steps
• Help customers clearly understand what success looks like from day one
• Keep everyone accountable with mutual action plans

Scale your customer success process

• Standardize kickoff calls while allowing for personalized adjustments
• Use templates to speed up onboarding across multiple accounts
• Ensure every customer gets consistent, high-quality onboarding

Improve customer engagement and retention

• Give customers an easy way to track their own progress
• Use Dock’s analytics to spot disengagement early and take proactive action
• Make onboarding a collaborative experience rather than a one-way handoff