Professional Services Company Kickoff

Meeting Prep Checklist

Perform thorough internal and external account research
Review contract details and customer's expectations
Identify the goals and objectives of the project
Prepare a list of key milestones and deliverables
Determine the project timeline
Understand potential risks and prepare mitigation plans
Prepare a list of team members and define their roles
Plan the communication strategy

Meeting Agenda Template

• Introduction and greetings
• Review of contract details and expectations
• Introduction to team members and explanation of their roles
• Discussion of project scope and objectives
• Overview of the project timeline, key milestones and deliverables
• Highlight communication protocols and channels
• Discuss potential risks and mitigation strategies
• Outline of next steps
• Q&A session

Meeting Notes Template

• Names and roles of attendees
• Key points from contract review
• Goals and objectives of the project
• List of key milestones and deliverables
• Project timeline
• Communication channels and protocols
• Potential risks and mitigation plans
• Next steps
• Notes from Q&A session

Meeting Follow-up Checklist

Log meeting notes, and any recording/transcript, in your CRM
Update contact and opportunity details based on the meeting
Send a follow-up email summarising key points and next steps
Share a meeting summary with relevant colleagues
Start to execute next steps defined in the meeting