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Client Kickoff Call Meeting Template
Get this templateOne of the most important steps in client onboarding is the kickoff meeting. Use this Client Kickoff Call Meeting Template to get everyone on the same page.
Desktop Experience
In-meeting Experience
Today @ 10:30 - 11 AM
Client Kickoff Call Meeting
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Client Kickoff Call Meeting Template
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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 Kickoff Call Meeting Template:
1👋Team introductions
Give everyone on the call a chance to introduce themselves and explain what their role is.
- Agency team
- Client team
2🎯SMART goals
Set SMART goals with the customer.
- Specific
- Measurable
- Attainable
- Realistic
- Time-bound
3📌Plans for reaching goals
Based on the goals they’ve set, work out the tactics for accomplishing those goals.
4⛔️Client challenges
List the challenges that the client is facing. Keep this list going and work with them over time to resolve these issues.
5✅Action items
Based on the challenges and goals, you will want to identify high-priority items that your team can begin to implement immediately.
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