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Marketing Agency Client Kickoff Meeting Template

Did you sign a new client to your marketing agency? Use this Marketing Agency Client Kickoff Meeting Template to understand their needs and expectations.

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

What’s inside this Marketing Agency Client Kickoff Meeting Template:

1Introductions 👋

Introduce yourself, share some of the projects you’re working on and why you enjoy marketing.

2Expectations 🚀

What are you hoping to accomplish by working with us?

3Have you worked with an agency before❓

What went well? What didn’t go well?

4Resources 📚

What resources do we need access to accomplish our goals? (For instance, Google My Business).

5Housekeeping questions 🤔

Discuss any remaining financial and payment concerns, communications methods, etc.

6Next Steps ✅

What are our next steps? When will we meet again?

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About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • Brittany Forsyth
    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
    VP of Customer Success, Motive

    “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.”

  • Liam Martin
    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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