Client Kickoff Call Meeting

One of the most important steps in client onboarding is the kickoff meeting. Use this Client Kickoff Call Meeting Template to get everyone on the same page.

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Tone of the meeting

👋Team introductions

Give everyone on the call a chance to introduce themselves and explain what their role is.

Agency team

Client team

🎯SMART goals

Set SMART goals with the customer.






📌Plans for reaching goals

Based on the goals they’ve set, work out the tactics for accomplishing those goals.

⛔️Client challenges

List the challenges that the client is facing. Keep this list going and work with them over time to resolve these issues.

✅Action items

Based on the challenges and goals, you will want to identify high-priority items that your team can begin to implement immediately.

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