The kick-off call is an important first step in our partnership. We align our teams, confirm essential details, and set the stage for a successful launch of your engagement services.
Here's What You Can Expect During our Kick-Off Call
- Introductions: We'll begin by introducing the Scale IR team members who will be working with you, and we'll get to know your team as well. This helps us establish clear lines of communication and build rapport.
- Service and Process Overview: We'll provide a detailed overview of our Scale Engagement service, outlining our process, and how we’ll collaborate together to achieve your goals.
- Open Items and Clarifying Questions: Review any outstanding items from your intake form and address clarifying questions that either team may have. This is an opportunity to ensure we have all the information we need to move forward effectively.
- Lead List Confirmation: We'll confirm the specific lists that you would like Scale IR to engage with, and confirm leads to exclude from outreach efforts. This step is crucial for ensuring we're targeting the right audience and avoiding any potential active investors or leads who have requested not to be contacted.
- Reporting and Syncs: We'll detail what you can expect during weekly and monthly live syncs and give a high level overview of real-time reporting available to you.
- Next Steps: Finally, we'll summarize next steps before providing you with follow-up communication
In short, the kick-off call ensures both teams are aligned on goals and expectations, that clear communication channels and protocols are established, and all necessary information and materials are in place. We look forward to a productive and collaborative kick-off call with you!