Marketing Agency Client Kickoff

Did you sign a new client to your marketing agency? Use this Client Kickoff Meeting Template to understand their needs and expectations.

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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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