Client Kickoff
by NeatTick · Used 0 times
Contract, access, and a kickoff meeting that sets goals, timeline, and how you'll work together.
This is a community list. Start a checklist to check items off or edit them.
Before kickoff
- Sign the contract or statement of work
- Send the first invoice or collect the deposit
- Confirm scope, deliverables, and what's out of scope
- Name the client's decision-maker and day-to-day contact
- Set up the shared folder and project board
- Request access to client systems and brand assets
- Book the kickoff meeting and send an agenda
At kickoff
- Introduce both teams and their roles
- Walk through goals and how success is measured
- Review the timeline and milestones
- Agree on communication channels and response times
- Agree on how feedback and approvals work
- Agree on how scope changes are handled
After kickoff
- Send a recap with decisions and next steps
- Schedule recurring check-ins
- Set invoicing reminders