Starting a new engagement? Run the kickoff panel:
kick off this client engagementbuild my first-30-days planrun the kickoff panel
The panel produces:
- Onboarding timeline — week-by-week plan for the first month
- Credential checklist — all the logins and access you need to collect
- Fast Cash Campaign — a quick win you can deliver in week 2-3 to build trust
- Risk register — what could go wrong and how to prevent it
- Stakeholder map — who to talk to first and why
The Fast Cash Campaign is key — it's a low-effort, high-visibility win that pays for your first month before the strategic work kicks in.