Complete this task once you've scheduled and attended your onboarding kick-off meeting with your Customer Success Manager. This session is a key part of your onboarding journey and typically lasts around 45–60 minutes. During the meeting, you'll align with your CSM on your project goals, key milestones, and what success looks like—both short and long term—for your team using the Infigo platform.
This session also helps ensure everyone is on the same page from day one, so please invite any relevant team members who will be involved in the project.
Once you've had this meeting, you're all set to mark this task as complete!