1. Knowledge Base Home
  2. Working with On-Target!

New Client Onboarding Discovery Meeting Agenda

Agenda for Onboarding Meeting with On-Target!



Please be prepared to talk about items in 'Italics' in detail, and come to the meeting with answers documented.

We will provide a sharefile link for you to upload any pertinent information and digital assets, e.g., Logos, Images, Videos, Documents, etc.


Agenda (60 minutes)

Welcome and Introductions (5 minutes)

  • Brief introductions of all attendees
  • Overview of the meeting’s purpose and goals
Customer Background and Business Overview (10 minutes)
  • You provide an overview of your business
  • Company history (Collect any interesting content, e.g., Images, documents, articles, etc.)
  • Core products/services (Collect any specific content, e.g., Brochures, Images, documents, articles, etc.)
  • Target market and customer demographics (Prepare brief examples)
Marketing Goals and Objectives (5 minutes)
  • Discuss your short-term and long-term marketing goals
  • Discuss key performance indicators (KPIs) and metrics for success
  • Understand any specific challenges or pain points in achieving these goals
Competitive Landscape Analysis (10 minutes)
  • Review of  your major competitors
  • Discuss your unique selling propositions (USPs) and market positioning
  • Identify potential opportunities and threats in the market
Target Audience Pains & Journey (10 minutes)
  • Detailed discussion on target audience Challenges and Pains
  • Implications if their Pains are not addressed
  • Behavioral patterns
  • Current customer journey and touchpoints
Marketing Channels and Tactics (5 minutes)
  • Review existing marketing channels being used by the client
  • Discuss potential new channels and tactics to explore
  • Evaluate past campaign performances and learnings
Budget and Resources (5 minutes)
  • Discuss the available budget for marketing initiatives
  • Understand internal resources and capabilities
  • Identify any additional support or resources needed
Q&A and Next Steps (10 minutes)
  • Q&A 
  • Summarize key takeaways from the meeting
  • Outline the next steps and timelines
  • Schedule follow-up meetings if necessary
  • Assign action items and responsibilities