Artwork for podcast Agency Blueprint
Season 6 | Ep 64 | Structuring A Kickoff Call That Sets You Up for Success
Episode 6423rd September 2022 • Agency Blueprint • Robert Patin
00:00:00 00:21:47

Share Episode


To set your clients up for success and establish a long-lasting relationship, it’s imperative to understand their emotions during kickoff.  

In this episode of The Agency Blueprint, I talk about things you need to do to build a successful relationship with a new client. I explain how to build clarity on a lot of things including; communication and client information to avoid misalignment.  

Tune in to learn where client-agency relationships go wrong and how to avoid it.  

Key Questions:   

  • Are you aware of your client’s emotions during the kick-off to help you build a phenomenon relationship? (0:40) 
  • What’s your process of transferring your clients’ information to all your team members? (13:48) 
  • How do you inform your clients about the roles, responsibilities, and communication standards? (15:58) 

What You’ll Discover: 

  • How to set up an introduction framework between your client and your team [2:13] 
  • Have smart goals to help you measure the success of a client’s project (4:00) 
  • The step-by-step process of how to execute the plan (5:10) 
  • How to set up a clear understanding for the client on how to work with you [8:45] 
  • How to clearly lay out the framework of the project’s timeline to avoid misalignment [11:04] 
  • How to manage and transmit clients’ information to every member of your team (13:48) 
  • How to outline roles, responsibilities, and communication standards to your client (15:58)