Did you sign a new client to your marketing agency? Use this Client Kickoff Meeting Template to understand their needs and expectations.
Introduce yourself, share some of the projects you’re working on and why you enjoy marketing.
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?
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?
Free forever plan
No credit card required