A client kickoff presentation deck is a document used in SaaS customer success to introduce a new client to the product and the customer success team. It is typically created by the customer success manager (CSM) and presented to the client at the beginning of the onboarding process.

The client kickoff presentation deck is a comprehensive and visual resource, and it should be personalized for each individual client based on their needs and goals. It’s crucial to deliver a kickoff deck that resonates with customers in order to help them start off on the right foot with your product. 

(💡Need help building a client kickoff deck from scratch, or improving your existing one? Use this client kickoff presentation deck template.)

Essential elements of a client kickoff deck should include:

• Introduction: A brief overview of the product, the customer success team, roles and responsibilities, and the purpose of the presentation to make sure everyone is aligned.
• Goals and objectives: A discussion of the client's goals and objectives for using the product, and how the customer success team can help them achieve those goals.
• Product features and benefits: A detailed overview of the product's features and benefits, including how they can be used to meet the client's specific needs.
• Onboarding process: A step-by-step overview of the onboarding process, including what the client can expect in terms of timeline, communication, and support.
• Training and resources: A discussion of the training and resources available to the client, including documentation, videos, and live support.
• Success metrics: A summary of the success metrics that will be used to track the client's progress and measure the impact of the product.
• Next steps: A list of actionable next steps and recommendations for the client and the customer success team to ensure a smooth onboarding process and ongoing success with the product.

A client kickoff presentation deck is designed to provide a comprehensive overview of the product and the onboarding process, while also setting clear expectations and goals for the client. It serves as a valuable tool for the customer success team to establish a strong relationship with the client from the beginning, and to ensure that they have a solid foundation for ongoing success with the product.

Personalizing client kickoff decks for every individual account can be a tedious process, and making this process repeatable can have a huge impact on your CS team. So next time you’re building a client kickoff deck, use this template as a guide. It includes best practices and example slides that you can customize with your own company and client details.