New Client Onboarding Meeting Agenda
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Meeting Agenda Templates > Onboarding Meeting Agendas > Formal Meeting Agenda
Here’s the exact client onboarding meeting agenda I used after eight years of running a remote marketing agency. This 60-minute agenda covers every aspect needed to launch a new client relationship successfully.
Purpose:
- Attendees: Agency point person and team, client point person
- Frequency: Adhoc
- Duration: 60 minutes
Agenda:
- Team Introductions (10 minutes)
- Introduce key team members on both sides
- Company (Client) Overview (15 minutes)
- The client presents their company’s background, values, and mission
- The client presents their company’s product, buyer, market, and competitors
- Goal Review (5 minutes)
- Review and get on the same page about the goal of the partnership (as set during the sales process)
- Project Overview (5 minutes)
- Review/screen share the agreement
- Go over the key deliverables coming up for the first month
- Review what is required from the client to achieve success
- Systems & Tools (10 minutes)
- Before the meeting:
- Invite the point person to all of the software tools – like experience platforms, project management tools, Google Drive, etc. – that will be used to deliver the service
- Send emails with instructions on how to use each tool
- During the meeting:
- Give an overview of how each system will be used and what is expected of the client
- Do a quick demo of how each tool will be used
- Before the meeting:
- Discussion (10 minutes)
- Open the meeting to questions or discussions from the client
- Next Steps (5 minutes)
- Outline exactly what will happen next and when it will be delivered
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