Engagement Kickoff

From signed SOW to structured kickoff in 20 minutes

20 minutesManual: 4-6 hours

Takes a signed SOW or engagement brief and produces a complete kickoff package: stakeholder interview questions, data request list, project timeline, communication cadence, and risk register. Gets the engagement moving on day one instead of week one.

Workflow Steps

1

SOW Analysis

/synthesize-knowledge

Extract deliverables, timelines, constraints, and success criteria from SOW

2

Interview Design

/user-context-gathering

Generate stakeholder-specific interview guides based on engagement scope

3

Data Request

/produce-content

Structured data request list with priority and timeline per item

4

Project Plan

/deep-planning

Phase-gated timeline with milestones, dependencies, and risk register

5

Kickoff Deck

/produce-content

Formatted kickoff presentation with agenda and next steps

Example

GTM assessment engagement for a Series B company. The workflow reads the SOW, generates interview guides for 6 stakeholders (CEO, CRO, VP Marketing, VP CS, 2 AEs), produces a 22-item data request prioritized by phase dependency, builds a 6-week timeline, and creates a 15-slide kickoff deck.

Related Workflows

Consulting Assessment

Structured GTM assessment with evidence-graded findings

45 minutes

Stakeholder Interview Synthesis

Turn 6 interview transcripts into a consensus matrix in 15 minutes

15 minutes

Deep Dives

AI GTM Strategy

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Built and maintained by Victor Sowers at STEEPWORKS