Introductory Call - Marketing Agency Template

Meeting Prep Checklist

Review the client's website and industry trends
Highlight relevant case studies and success stories
Identify potential challenges and how our agency can address them
Define the agency's unique selling points relevant to this client
Prepare questions to ask the client about their specific needs and goals
Ensure all necessary tech (e.g. video conferencing software) is working properly

Meeting Agenda Template

  • Introduce ourselves and the agency
  • Discuss the client's company and their specific needs
  • Present the agency's unique selling points and relevant case studies
  • Discuss our proposed strategy and how we can help the client achieve their goals
  • Initiate a discussion about next steps and any immediate concerns
  • Clarify any questions and wrap up the call

Meeting Notes Template

  • Highlights of client's needs and goals
  • Client's feedback or comments on proposed strategy
  • Questions asked by the client and their answers
  • Next steps agreed upon at the end of the discussion
  • Any action items for our team

Meeting Follow-up Checklist

Log meeting notes and any recording/transcript in CRM
Update contact information and opportunities if needed
Send a follow-up email summarizing the call and next steps
Share call summary and next steps with internal team
Schedule a next meeting if agreed upon during the call