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Client Onboarding Marketing Agency Meeting Template

Are you an account manager or agency owner? Use this meeting template to introduce your client to their new campaign manager.

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

1💡 Client information

Share insights on who is the client and why you are working together.

2👉 Current strategy

Ask your client about the campaigns and tactics they’re currently using.

3⬅️ Past strategies

What are some strategies they’ve used in the past? What lessons can they share with you?

4🎯 Goals and objectives

What is the main goal of this client <> agency partnership? How are we going to measure the key results?

5🗓 Timeline

What projects does the client have in mind, and what will be the ideal timeline to execute them?

6📌 Web assets

What accounts, tools, or assets do we (or the clients) need access to?

7💬 Other

Any other questions or items to discuss?

8✅ Action items

What came out of this meeting? What are the next steps?

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About the author

Shachar Navon

Shachar Navon is the Performance Marketing Manager at Fellow.app.

  • 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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