The kick-off may be handled as part of the Welcome to GitLab call orchestrated by the GitLab Customer Success Manager. However, many times the implementation kick off will be an on-site engagement or one handled directly by the Professional Services Engineer. This template is for use in those cases.
Kick-off Call Template
After the SOW, or a specific Milestone has been successfully delivered and completed, the customer will need to sign a Project sign off document. This should be sent by the Project Manager. To send a Project Sign off document:
Create a Project sign-off document for the Project or Milestone, based upon the Project Sign off template Create an email using the message below and attach the new Project sign off document Add the recipient who will be signing the document to the email and CC yourself and the PS Operations Manager Update subject line to “[customer name]- project sign off Send the email Dear [Signer], Attached you will find the project sign off documentation for your GitLab Professional Services Statement of Work.
Customer Facing At least once a week Include all stakeholders Manager, PS and SAE should be “optional” Internal 15 minute standup CSM, SAE, IE(s), Manager, PS
This welcome e-mail will be sent by the Manager, Professional Services to introduce the customer to our Professional Services Engineering team and the concept of a GitLab implementation.
E-mail Template Dear [Main Contact], Let me add my welcome to GitLab, and extend our sincere desire to ensure that your GitLab implementation process is smooth and efficient, resulting in a system that will benefit your workflow, your software delivery process and thus your business.
