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Kickoff meeting agenda

A 45-minute agenda for the first call with a new client: goals, scope, approvals and the first 30 days.

When to use it: Send it a day before the call, after the client has answered the questionnaire.

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]