Kick-off agenda

• Snippet
• Client onboarding
• Ready to copy

1. Goals and success
2. Scope confirmation
3. Timeline and milestones
4. Feedback process
5. Next steps

About this template

First meeting.

Category

Freelancers and agencies

Pack

Client onboarding

Type

Snippet, a short message

Asks for

Nothing, copy it as it is

Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.

1. Goals and success
2. Scope confirmation
3. Timeline and milestones
4. Feedback process
5. Next steps

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