Kickoff Agenda
A kickoff call sets the tone for the whole engagement. A structured agenda turns it into a working session, not just introductions.
What's Included
- Meeting details
- Goals
- Agenda
- Pre-call prep
- Notes
Best For
The first working meeting after a scope of work or welcome guide has been shared.
Target Audience
Agencies, consultants, and project leads running a client kickoff call.
How to Customize
Adjust the time allocations to your own call length. Keep the pre-call prep list — it's what keeps the call from starting cold.
When to Use
Use this for the first working call after a scope of work or welcome guide has been shared with the client.
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MEETINGS & DECISIONS / STRUCTURED
Kickoff Agenda: Acme Home Services — Website Redesign
Date | Attendees | Duration |
|---|---|---|
September 21, 2026, 10:00 AM | Sarah Morgan, Jordan Ellis, Priya Nandakumar | 45 minutes |
Goals for this call
Confirm project goals and success criteria.
Walk through the timeline and key milestones.
Agree on communication cadence and decision-maker.
Answer open questions before work begins.
Agenda
Introductions (5 min) — everyone on the call and their role.
Project goals and success criteria (10 min) — confirm what "done" looks like.
Timeline and milestones (10 min) — review the project plan.
Roles and communication (10 min) — confirm points of contact and update cadence.
Open questions (10 min) — anything unresolved from the welcome guide or scope of work.
Before this call
Review the Client Welcome Guide and Scope of Work.
Gather any existing brand assets, logins, or reference material.
Come with any early questions about timeline or scope.
This is a working session, not a status update — bring questions and decisions, not just listeners.
Notes
Capture decisions and open items here during the call.
Related templates
Client Welcome Guide
Introduce a new client to your team, your process, and how you'll communicate — before the first working session.
Meeting Agenda
A compact 1–2 page agenda with objective, timed topics, owners, and the decisions the meeting must make.
Project Plan
A living plan for approved work: objectives, roles, milestones, risks, cadence, and open decisions.