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Agency First Partnership Meeting Template

Use this three-step framework to prepare for your initial partnership meeting.

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  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this Agency First Partnership Meeting Template:

1 Agency background

Explain your agency’s vision and mission.

2 Approach

What problems are you solving? What is your agency’s approach to get work done?

3 Case study

Examples of past partnerships and projects where you’ve succeeded.

4 Proposed next steps

What came out of this meeting? What are your action items?

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