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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Industry
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Meeting Scope
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Department
Marketing
Meeting type
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Host Role / Title
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Tone of the meeting

🚀Progress and accomplishments

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

🚧Obstacles

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

⭐️Opportunities

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

💬Feedback

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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