Back to Template Gallery

Marketing Agency New Client Kick-Off Meeting Template

If you want to keep this customer, you'll need to design an onboarding process that demonstrates you're the ideal agency. Use this template to do so.

Template preview

Magnify Preview template

  • 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 New Client Kick-Off Meeting (Marketing Agency) Template:

1 👋 Team introductions

Allow everyone on the line to say hello and explain their function. Because the project team consists of both your agency’s workforce and the client’s team, you should get to know each other better.

2 🚀 SMART goals

Turn your goals into SMART goals. Make them: Specific, Measurable, Attainable, Realistic, and Timebound.

3 👀 Plans for reaching goals

You can next start figuring out what methods you’ll use to achieve your objectives based on the goals you’ve set.

4 🤔 Client challenges

This will serve as a jumping-off point for a to-do list. Develop a keyword strategy if you want to improve organic traffic. Landing pages and thank you pages are necessary. Gather info from leads and clients.

5 📝 Project timeline

You’ll want to pick high-priority items that your team can start implementing right now based on the obstacles and goals. Set up an email nurturing campaign if the client has a large list of leads without qualification.

6 💡 Marketing overview

Discuss the company’s previous marketing efforts, as well as the successes and failures he witnessed. Recognize the client’s traditional and inbound marketing methods, problems implementing them, and any ROI.

7 ❗Roles & responsibilities

Who approves the work? If a billing issue arises, who should your agency contact? Who will create material and how often will it be produced? etc.

Get this free template

Template preview

About the author


  • 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
    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.”

  • 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.

Run delightful meetings with Fellow

See why leaders in 100+ countries are using it today.

Try for free Request a demo
Already using Fellow? Log in

Wait! Before you go!

You might also be interested in these templates