What’s inside this Client Kickoff Call Meeting Template:
Give everyone on the call a chance to introduce themselves and explain what their role is.
- Agency team
- Client team
Set SMART goals with the customer.
3📌Plans for reaching goals
Based on the goals they’ve set, work out the tactics for accomplishing those goals.
List the challenges that the client is facing. Keep this list going and work with them over time to resolve these issues.
Based on the challenges and goals, you will want to identify high-priority items that your team can begin to implement immediately.