Review / Check-in - Marketing Agency Template

Meeting Prep Checklist

Review the client's current marketing strategies and campaigns
Prepare a summary of performance data and results from the last meeting
Identify any challenges or issues faced
Generate potential solutions or improvements for discussion
Prepare to discuss future marketing plans and ideas

Meeting Agenda Template

  • Introduction and greetings
  • Review of previous marketing campaign results
  • Discussion on current marketing efforts and activities
  • Discussion on any challenges or issues faced
  • Suggestions for improvements or changes
  • Planning for upcoming marketing campaigns
  • Recap of the meeting and next steps

Meeting Notes Template

  • Note down key points from the previous meeting
  • Track progress metrics and changes since the last meeting
  • Jot down challenges and solutions discussed
  • Document new marketing ideas and strategies proposed
  • Record next steps or action items agreed upon

Meeting Follow-up Checklist

Record meeting notes and outcomes in a CRM
Update contact details and marketing plans
Send a follow-up email to the client summarizing the meeting and noting down the next steps
Share meeting summary with colleagues and team members
Take necessary steps towards the implementation of discussed plans