Client kickoff meeting: a 90-minute agenda
A minute-by-minute agenda for running your first meeting with a new clinic client without losing focus, with the questions to ask, a prep list, and the recap message to send afterward.
- agency
- meetings
- agenda
- client onboarding
- Type
- Plan and calendar
- Topic
- Agency operations
- Time
- 8 minutes
- Inside
- 1 copy-ready template, 4 checklist items, 1 table, and 1 field note
- Added
- October 14, 2026
The kickoff meeting shapes the first three months of the relationship. The goal isn't to get acquainted; it's to understand how the clinic actually wins patients and to pin down who's responsible for what. Don't hold the meeting unless the clinic owner or manager, at least one doctor, and the patient coordinator are in the room.
| Time | Section | Output |
|---|---|---|
| 0-10 min | Introductions and purpose | Everyone states their role and what they want out of the meeting. |
| 10-25 min | Business goals | The 2-3 priority treatments, capacity, target patient profile. |
| 25-45 min | From inquiry to treatment | Who answers leads and how fast; where patients drop off. |
| 45-60 min | Brand, doctors, and compliance limits | Tone, doctor introductions, a list of what we won't do. |
| 60-75 min | The first 90 days | Campaign and content priorities, shoot date. |
| 75-85 min | Processes | Approval flow, communication channel, reporting day. |
| 85-90 min | Recap and next steps | Who does what, and by when. |
The rest is for members
The rest of this item includes 1 copy-ready template, 4 checklist items, and 1 field note. Members see the full version and can copy any template in one click.
Locked sections
- Questions to ask
- Prep
ChecklistAgency operations
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- agency
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- agency
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- agency
- scope
- contract
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