Plan the kickoff call with a new client

Your kickoff agenda

Example inputs, pre-filled so you can see how it works. Replace them with your own details.

A 45-minute kickoff agenda with 7 items and 7 questions to ask Smith Plumbing. The split of minutes is a suggestion you can change.

Questions to ask

For every client

• What does a good result look like in three months, in your words?
• What has been tried before, and what happened?
• Who is the one person we talk to, and who else needs to know?

Website

• What should a visitor do on the site: call, book or request a quote?
• Which pages and services matter most to the business?
• Who approves the design and the copy, and how quickly can they reply?
• Which sites do they like, and which do they dislike?

Copy everything

Copy textDownload as .txt

Kickoff agenda: Smith Plumbing (Lopez Web Design) 4 min Introductions and how the call will run with Smith Plumbing 9 min Their goals, in their own words 7 min What is and is not in scope 7 min Access, files and what you need from them 8 min Timeline and who does what 4 min How and how often you will communicate 6 min Next steps and questions FOR EVERY CLIENT [ ] What does a good result look like in three months, in your words? [ ] What has been tried before, and what happened? [ ] Who is the one person we talk to, and who else needs to know? WEBSITE [ ] What should a visitor do on the site: call, book or request a quote? [ ] Which pages and services matter most to the business? [ ] Who approves the design and the copy, and how quickly can they reply? [ ] Which sites do they like, and which do they dislike?

The agenda is a template filled with your words, with no AI. The minutes are a simple split of the call length that you should change to fit the client, not a standard. Add the topics your own agreement and service need.