Marketing Pro Toolkit
A complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperA complete toolkit for established marketing agencies, including an annual retainer agreement and an in-depth campaign performance review with client sign-off
Get started with PocperRecord all key decisions, owner assignments, and follow-up actions from the kickoff meeting. This document serves as the binding reference for project scope and expectations.
Client Name:
Project / Campaign Name:
Meeting Date:
Meeting Start Time: End Time:
Meeting Format:
In-person
Video call (Zoom / Teams / Meet)
Phone call
Attendees (client side):
Attendees (agency side):
Notes taken by:
Campaign objectives confirmed in meeting:
Deliverables confirmed (list each item):
Items explicitly excluded from scope:
Asset submission deadline (client to provide):
First creative draft delivery:
Client feedback deadline (Round 1):
Final approval deadline:
Campaign launch / go-live date:
Campaign end date:
Primary client contact for day-to-day communication:
Decision-maker / final approver (if different):
Assigned Account Manager (agency):
Preferred communication channels:
Scheduled video calls
Actions required from CLIENT (list each item with owner and deadline):
Actions required from AGENCY (list each item with owner and deadline):
Date of next scheduled check-in:
These meeting notes will be shared with all attendees within 24 hours. Please review and flag any discrepancies within 2 business days. Silence is taken as agreement.
The Marketing Kickoff Notes template is a ready-to-use form from Pocper's Marketing Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.