Kickoff - Marketing Agency Template

Meeting Prep Checklist

Confirm the meeting date and time with the client
Review the project proposal and contract
Research the client industry and their competitors
Gather all relevant internal team members
Prepare a project plan draft to discuss during the meeting
Set objectives for the meeting
Prepare a list of stakeholders on the client side
Plan for a discussion about customer's expectation and concerns

Meeting Agenda Template

  • Welcome and introductions
  • Review project goals and objectives
  • Discuss project timeline and deliverables
  • Introduction of the project team and their roles
  • Discussion about communication methods and schedules
  • Outline agency methodologies and processes
  • Identify client's stakeholders
  • Understand client's expectations
  • Q&A session

Meeting Notes Template

  • Note the people present and their roles
  • Concise summary of client goals and objectives
  • Document client's expectations
  • Details about project timeline, deliverables, and stakeholders
  • Preferred communication methods and schedules
  • Questions arising, and answers or next steps

Meeting Follow-up Checklist

Send meeting summary to all attendees
Log notes and meeting outcomes in CRM
Send a thank you email to the client with the next steps
Update contact and opportunity information in CRM
Schedule the next meeting or call as per the discussion
Share project plan and timeline with the client
Communicate the meeting notes with the team