Kickoff - Professional Services Template

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