A Kickoff Call That Works

What you'll need

• What you need to know before starting the work
• Any AI chat assistant

The steps

1. Think through what you genuinely need to know before you can start.
2. Paste the prompt and fill in the brackets.
3. Bring the question list to the call — take notes as you go.
4. Recap key answers back to the client to confirm.

Give me a kickoff-call question list for a new client.

What I'm delivering: [product/service]
What I need to know before starting: [list, roughly]
Common misunderstandings that cause problems later: [list, or "not sure"]

Give me 6-8 questions, grouped logically, that get me everything I need without feeling like an interrogation. Flag the 2 questions most likely to prevent a scope disagreement later.

Here's what they told me on the call: [paste your notes]. Turn this into a short recap email confirming what we agreed on.

What you'll get

A focused set of kickoff questions that surfaces what matters and heads off scope confusion before it starts.

If it's not quite right

• Different project types? Add "Give me a version for [type A] and [type B]."
• Nervous client, first time hiring someone? Add "Make the questions feel more conversational and reassuring."