This article outlines what you can expect when preparing for your implementation kickoff call with SheerID. It covers scheduling, who should attend from your team, and key topics that will be discussed.
When can you expect your implementation kickoff call?
Your kickoff call will be scheduled one week after contract signature and scope approval by your dedicated account executive. This call will be scheduled for an hour, with an expectation to present for about 45 minutes and time remaining for Q&A.
Who to bring to your implementation kickoff?
We recognize that some of these roles may overlap, but please be prepared to bring the following team members to your kickoff:
- Project Manager
- Product Owner
- Technical Team or Technical Lead
- Any other key stakeholders that will have a role throughout your implementation
What to expect to discuss during your implementation
| Topic | Details |
| Introductions | Get to know your dedicated team at SheerID and introduce the team that will be involved on your side throughout the implementation |
| Project Overview | Review the scope, goals, and objectives of the project |
| Timeline & Milestones | Discuss key project timelines and important milestones |
| Communication Plan | Establish communication preferences, frequency, and methods |
| Next Steps | Outline the next steps and action items following the kickoff meeting |
Who to expect to meet during kickoff
| Role | Details |
| Project Manager | Primary contact for your team, there to support your team from kickoff to launch |
| Account Executive | A trusted representative from the sales cycle, there to support your implementation |
| Technical Engineer | There to serve as a technical resource throughout the implementation |
| Customer Success Manager | There to help you optimize and realize the full value of your SheerID program(s) |