Marketing Agency Discovery

Meeting Prep Checklist

Conduct thorough research on the customer's business, industry, and competitors
Review any past interactions with the customer and any available data on their marketing initiatives
Prepare initial thoughts on potential marketing solutions based on the customer's business and market
Set clear objectives for the meeting, including understanding the customer's need, evaluating their market, and outlining potential solutions

Meeting Agenda Template

• Opening and introductions
• Understanding of the customer's business and marketing needs
• Discussion of customer's past and current marketing strategies
• Evaluation of the customer's market and target audience
• Review of the customer's expectations and budget
• Outline of the agency's capabilities and potential solutions
• Q&A and clarification of next steps

Meeting Notes Template

• Participants names and roles
• Brief description of the customer's business and needs
• Notes on the customer's past and current marketing strategies
• Summary of the customer's market and target audience
• Customer's expectations and budget
• Agency's initial thoughts on potential solutions
• Q&A and next steps

Meeting Follow-up Checklist

Log the meeting notes, any recording, and outcomes in the CRM
Update the customer's contact details and any relevant opportunities
Send a follow-up email to the customer summarizing the discussion and outlining next steps
Share a summary of the meeting with colleagues and discuss next steps