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Marketing Agency Client Meeting Template

Use this Marketing Agency Client Meeting Template to conduct a 1-on-1 with your client to check in on progress, obstacles, opportunities and feedback.

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What’s inside this Marketing Agency Client Meeting Template:

1🚀 Progress and accomplishments

Provide a short update on where the project stands and review key metrics

2🚧 Obstacles

Discuss any obstacles that we are currently facing in achieving our goals?

3⭐️ Opportunities

List any new opportunities or new trends might we want to consider

4💬 Feedback

What is going well? How can we improve?

5✅ Next Steps

What are we working on next and how we can help each other?

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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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