Did you sign a new client to your marketing agency? Use this Client Kickoff Meeting Template to understand their needs and expectations.
Introductions 👋
Introduce yourself, share some of the projects you’re working on and why you enjoy marketing.
Expectations 🚀
What are you hoping to accomplish by working with us?
Have you worked with an agency before❓
What went well? What didn’t go well?
Resources 📚
What resources do we need access to accomplish our goals?
Housekeeping questions 🤔
Discuss any remaining financial and payment concerns, communications methods, etc.
Next Steps ✅
What are our next steps? When will we meet again?
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