Kickoff: [Client name] × [Agency]
Date [date] · Length 45 minutes · Attending [client names and roles], [agency names and roles]
1. Introductions (5 min)
- Who does what on each side, and who the day-to-day contacts are.
2. Goals and how we'll measure them (10 min)
- Confirm the 90-day goal from the questionnaire: [goal].
- Agree the 2 or 3 numbers we'll report every month, and where they come from.
3. Scope (10 min)
- What's included each month: [deliverables].
- What isn't, and how we handle requests outside scope (quote first, then do).
4. How we'll work (10 min)
- Approvals: who approves, the turnaround we need ([2 business days]), and what happens if we don't hear back.
- Communication: [channel], weekly update on [day], monthly report on the [5th].
- Access still missing: [list from the onboarding checklist].
5. The first 30 days (5 min)
- Week 1: audit and content pillars.
- Week 2: first calendar sent for approval.
- Weeks 3 and 4: publishing starts; first check-in on [date].
6. Questions and next steps (5 min)
| Action | Owner | Due |
|---|---|---|
| [Send remaining access] | [Client] | [date] |
| [Share the audit] | [Agency] | [date] |