What happens at kickoff
One hour. We agree on who needs what, get read-only access, and set the build schedule.
Kickoff is a one-hour call after you sign. By the end of it, everyone knows what's being built, who is involved, and when you'll see progress.
Before the call
- A list of the tools and spreadsheets that hold your key numbers
- The names of the people who will use the Workspace
- Two or three reports your leaders rely on today (even messy ones)
On the call
- We confirm the questions your dashboards need to answer.
- We list every data source and who owns it.
- We agree on who sees what.
- We set the weekly progress check-in time.
After the call
We send you step-by-step instructions to grant read-only access to each tool. You'll see the first progress update within a week.
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