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.