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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 Shachar Navon
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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Shachar Navon

Template by

Shachar Navon

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

  • 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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