Go Back
đź‘‹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.
Specific
Measurable
Attainable
Realistic
Time-bound
đź“ŚPlans 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.
âś…Action items
Based on the challenges and goals, you will want to identify high-priority items that your team can begin to implement immediately.
‍
.svg)
