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.

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Client Kick-off Checklist

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