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Episode from the podcastRevenue Optimization Radio by Upland Altify

8 Steps for a Great Kick-Off

Released Friday, 7th February 2020
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In this episode of Revenue Optimization Radio Patrick Morrissey is happy to share the eight steps to a great kick-off. Listen to this episode to get the details and take notes. Here are the eight steps simplified:

  1. Kick-off is not just sales – it’s the whole revenue team

  2. Edutainment – Inspire, educate, entertain

  3. It’s about the customer stupid – Feature your customer and have them on stage

  4. Turn deal reviews into customer journey discussions

  5. Make it interactive – not just talking at people

  6. Kick-off should be part of the training plan and skills building – and it should be in the app

  7. Make sure RKO objectives and training are part of monthly updates and QBRs with measurement/tracking

  8. Ask for feedback – and action it!


Revenue Optimization Radio is hosted by Patrick Morrissey of Upland Altify which is a program on the Funnel Radio Channel.  Upland Altify is the sponsor of Revenue Optimization Radio.
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