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Customer Project Kickoff team alignment and documentation

Confirm project kickoff date and time with customer

Schedule internal project kickoff meeting with team members

Assign roles and responsibilities for team members for the project kickoff

Review project scope and objectives with team members

Verify project milestones and timelines

Confirm project budget and resources allocation

Discuss customer expectations and requirements with team members

Identify potential challenges and risks

Develop a strategy to meet and exceed customer expectations

Establish communication channels with customer (email, phone, meetings)

Define frequency and format of project updates

Determine escalation process for issues and conflicts

Develop a detailed project plan with tasks and deadlines

Assign tasks to team members and set priorities

Set up regular project status meetings with team and customer

Send meeting notes and action items to all stakeholders

Schedule follow-up meetings as needed

Monitor project progress and address any issues promptly

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