Client Kick-Off

When should it happen and who should attend?

Within 48–72 hours of sign-off or client approval.
Before the first external meeting or deliverables start
Are the right people in the room?

Some helpful things to remember for every meeting

Assign a notetaker or record with Gemini
Keep the meeting under 1 hour
Encourage open Q&A at the end – even “dumb” questions.

Client Kick-off Checklist

Client Information

Company Nnme

Company socials (add as many as required)

Channel Link

Company website

Preferred method of communication

Client Contacts (add as many as required)

First + Last Name	Email Address	Contact Number

New client, new work.

This session sets the tone for how we work, communicate, and deliver. Use this checklist to capture key info, align expectations, and assign internal owners.

When should it happen and who should attend?

Within 48–72 hours of sign-off or client approval.
Before the first external meeting or deliverables start
Are the right people in the room?

Some helpful things to remember for every meeting

Assign a notetaker or record with Gemini
Keep the meeting under 1 hour
Encourage open Q&A at the end – even “dumb” questions.

Kickoff Guide: Align, Assign, Activate

This checklist is designed to ensure our team is fully aligned before diving into any new client relationship. It covers key pre-kick-off preparations and important follow-up actions.
We're here to understand the client’s business and goals to define roles, tools, and timelines.

Client Information

Context + Chemistry (5–10 mins)

Business + Brand Overview (10–15 mins)

Scope of Work + Deliverables (10–15 mins)

Roles + Responsibilities (10 mins)

Tools + Processes (5–10 mins)

Risks & Watchouts (5–10 mins)

Open Discussion (5–10 mins)

Next Steps / Action List (5 mins)

Post meeting Operations

What we do

Let's Talk

Atelier

Contact

Client Kick-Off

New client, new work.

This session sets the tone for how we work, communicate, and deliver. Use this checklist to capture key info, align expectations, and assign internal owners.

When should it happen and who should attend?

Within 48–72 hours of sign-off or client approval.Before the first external meeting or deliverables startAre the right people in the room?

Some helpful things to remember for every meeting

Assign a notetaker or record with GeminiKeep the meeting under 1 hourEncourage open Q&A at the end – even “dumb” questions.

Kickoff Guide: Align, Assign, Activate

This checklist is designed to ensure our team is fully aligned before diving into any new client relationship. It covers key pre-kick-off preparations and important follow-up actions.We're here to understand the client’s business and goals to define roles, tools, and timelines.

Client Information

Context + Chemistry (5–10 mins)

Business + Brand Overview (10–15 mins)

Scope of Work + Deliverables (10–15 mins)

Roles + Responsibilities (10 mins)

Tools + Processes (5–10 mins)

Risks & Watchouts (5–10 mins)

Open Discussion (5–10 mins)

Next Steps / Action List (5 mins)

Post meeting Operations

What we do

Let's Talk

Atelier

Contact

Within 48–72 hours of sign-off or client approval.
Before the first external meeting or deliverables start
Are the right people in the room?

Assign a notetaker or record with Gemini
Keep the meeting under 1 hour
Encourage open Q&A at the end – even “dumb” questions.

This checklist is designed to ensure our team is fully aligned before diving into any new client relationship. It covers key pre-kick-off preparations and important follow-up actions.
We're here to understand the client’s business and goals to define roles, tools, and timelines.