Client kickoff agenda and working agreement
Run a new retainer client's kickoff and record the scope, roles, review terms and communication cadence both sides agree to.
- Industry
- Agencies
- Team
- Client services
- Use case
- Client onboarding
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · Two embedded blocks: Kickoff readiness (c-kickoff-waffle) and Where the engagement goes next (progress-chevrons) · Requires sign-in
Overview
What this template supports
A client-facing kickoff page for a full-service marketing agency starting a new retainer. It opens with an engagement snapshot and a kickoff readiness block, then walks through the meeting agenda, engagement goals, working agreement terms, agency and client responsibilities, the communication cadence and a first-30-days checklist. Open items, such as a reviewer who has not been named yet, are listed with an owner and a deadline instead of being marked complete. In FuseBase the readiness and project phase blocks are embedded from the Dashboards app; the shared public view shows them as links instead of charts.
- Engagement snapshot with client, approver, agency leads and service mix
- Kickoff readiness and project phase blocks from the Dashboards app (shown as links in the public view)
- Step-by-step meeting agenda
- Working agreement terms for scope, fees, change requests, review and notice
- Agency and client responsibilities on separate tabs
- Communication cadence table with owners
- First-30-days onboarding checklist
- Open items listed with an owner and a deadline
How to use this template
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Fill in the snapshot and terms
Before the kickoff call, enter the client, approver, agency leads, scope and working agreement terms. Write Needs review for any value that is not agreed yet instead of estimating it.
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Assign responsibilities and cadence
Name the owners on the agency and client tabs and confirm the day, time and format of each recurring review.
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Confirm the agreement on the call
Walk through the working agreement with the client, record open items with an owner and a date, and remove any agency-only notes before the page is shared with the client.
Frequently asked questions
What does Client kickoff agenda and working agreement help me do?
Run a new retainer client's kickoff and record the scope, roles, review terms and communication cadence both sides agree to.
What is included in this template?
It includes Engagement snapshot with client, approver, agency leads and service mix, Kickoff readiness and project phase blocks from the Dashboards app (shown as links in the public view), Step-by-step meeting agenda and Working agreement terms for scope, fees, change requests, review and notice.
Who is this template designed for?
It is designed for Client services teams working in Agencies.
What should I review before using this template?
Before the kickoff call, enter the client, approver, agency leads, scope and working agreement terms. Write Needs review for any value that is not agreed yet instead of estimating it. Name the owners on the agency and client tabs and confirm the day, time and format of each recurring review.
What if a required detail is not agreed yet?
The page marks it Needs review, or lists it as an open item with an owner and a deadline, instead of treating it as complete.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.