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Client Onboarding Marketing Agency Meeting Template

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

Client Meetings Agency Meetings Marketing Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Client Onboarding Marketing Agency Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Client Onboarding Marketing Agency Meeting
Today @ 10:30 - 11 AM
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Client Onboarding Marketing Agency Meeting
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Client Onboarding Marketing Agency Meeting Template
By Mauricio Idarraga
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use 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 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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Mauricio Idarraga

Template by

Mauricio Idarraga

Mauricio is the Head of Growth at Fellow.app, which sits in between Marketing and Product - responsible for customer growth, acquisition, activation and retention. Mauricio has a background in software development and corporate banking but his true passion is entrepreneurship, digital marketing and data analysis. In his spare time, he enjoys staying active, skiing, sailing, hiking and playing tennis!

  • Brittany Forsyth
    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
    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
    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
    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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