Marketing Agency Client Meeting

Use this Marketing Agency Client Meeting Template to conduct a 1-on-1 with your client to check in on progress, obstacles, opportunities and feedback.

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🚀Progress and accomplishments

Provide a short update on where the project stands and review key metrics.


Discuss any obstacles that we are currently facing in achieving our goals?


List any new opportunities or new trends might we want to consider.


What is going well? How can we improve?

✅Next Steps

What are we working on next and how we can help each other?


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