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Client Kickoff Call Meeting Template

One of the most important steps in client onboarding is the kickoff meeting. Use this Client Kickoff Call Meeting Template to get everyone on the same page.

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What’s inside this Client Kickoff Call Meeting Template:

1👋Team introductions

Give everyone on the call a chance to introduce themselves and explain what their role is.

  • Agency team
  • Client team

2🎯SMART goals

Set SMART goals with the customer.

  • Specific
  • Measurable
  • Attainable
  • Realistic
  • Time-bound

3📌Plans for reaching goals

Based on the goals they’ve set, work out the tactics for accomplishing those goals.

4⛔️Client challenges

List the challenges that the client is facing. Keep this list going and work with them over time to resolve these issues.

5✅Action items

Based on the challenges and goals, you will want to identify high-priority items that your team can begin to implement immediately.

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About the author

HubSpot

HubSpot is a leading CRM platform that provides software and support to help businesses grow better. The HubSpot platform includes marketing, sales, service, and website management products that meet companies needs at any stage of growth. Thousands of customers around the world use HubSpot's easy-to-use tools and integrations to attract, engage, and delight customers.

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    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    Head of Customer Success, KeepTruckin

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

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    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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