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