Are you an account manager or agency owner? Use this meeting template to introduce your client to their new campaign manager.
💡 Client information
Share insights on who is the client and why you are working together.
👉 Current strategy
Ask your client about the campaigns and tactics they’re currently using.
⬅️ Past strategies
What are some strategies they’ve used in the past? What lessons can they share with you?
🎯 Goals and objectives
What is the main goal of this client <> agency partnership? How are we going to measure the key results?
What projects does the client have in mind, and what will be the ideal timeline to execute them?
📌 Web assets
What accounts, tools, or assets do we (or the clients) need access to?
Any other questions or items to discuss?
✅ Action items
What came out of this meeting? What are the next steps?
Free forever plan
No credit card required