Preparing for Your Kickoff Session
Your onboarding begins with your Kickoff Session. This meeting is designed to align your team, define implementation priorities, and establish a clear path forward.
Welcome to Member365
Teams that review this in advance move faster and avoid delays during onboarding.
What the Kickoff Session Covers
Who Should Attend
What Happens After the Kickoff
Your next session is Membership Strategy, where your structure is defined and prepared for configuration. Before that session, your team should complete the membership worksheet so you can arrive with a starting point for categories, pricing, renewals, and access.
Teams that do not prepare often stay at a high level and may require additional sessions.
Clear ownership, advance review, and steady progress help your team move efficiently from kickoff through launch.
