Project Kick-Off Meeting: Introducing the New CRM Project

Okay, everyone, welcome to the kick-off meeting!

Today we're starting our new CRM project.

Great! I've been waiting for this one.

Hmm. I just hope it's not another complicated system.

So, what exactly is a CRM?

It stands for customer relationship management.

It keeps all our customer information in one place.

Calls, emails, orders... everything together.

Oh, so no more spreadsheets? That sounds nice!

Let's talk about the scope first.

This project covers the sales team only, not marketing.

Wait, really? Why not marketing too?

We want to keep it small and get it right.

Our main deliverables are the new system and a training plan.

What does the timeline look like?

We've divided it into three phases.

Setup in November, testing in December,

and go-live at the start of February.

February? Ugh, that's our busiest month!

I know. That's why your feedback is so important.

Now, let's go through roles and responsibilities.

I'm the project manager, so I'll manage the plan and budget.

And I'll build the system and connect it to our website.

And, um, we'd like you to represent the sales team.

Me? Wow, okay... what would I need to do?

You'd test the system and collect feedback from your team.

You're one of our most important stakeholders.

Will my team get proper training before go-live?

Definitely! We'll run two training sessions in January.

Okay, that makes me feel much better.

Great. Any other questions before we finish?

Just one. When do we meet again?

Every Monday at ten, starting next week.

Perfect. Let's make this project a success!