Template

Agency status call template

The regular call between an agency and its client: what was delivered, what is next, what the agency needs from the client, and how the work is doing against the goal.

30 minutesFor The agency's account lead and project lead, and the client's main contactAgenda room

Change the agenda first

The agenda, with a time for each part

What we delivered since last time6 min
- What did you see, and what did you think?
Results against the goal8 min
- How is the work doing against what we agreed?
What is next6 min
- What is coming, and when will you see it?
What we need from you6 min
- Which approvals or materials are we waiting for?
Anything worrying4 min
- Is anything on your side or ours that could affect the timeline?

How the notes read afterwards

A made-up example, so you can see the shape. In a real call each line carries the words that were said and who said them.

Delivered. Two homepage designs; the client prefers the second.

Results. Ads: cost per sign-up $42 against a goal of $50.

Next. Final homepage on the 18th.

Waiting on. Product photos — without them by the 12th, the 18th moves.

Running it well

Lead with results, not activity. Clients pay for outcomes; a list of tasks done does not show any.
Name what you are waiting for and the date it holds up. Slow approvals are the usual cause of late projects, and the client often does not realise it.
Send a written summary within an hour, with the decisions and the dates.

Ways to change it

Monthly with leadershipAdd a short review of spend and results for the client's boss.

Busy launchFifteen minutes, twice a week.

When to skip it. In a quiet week, send the written update instead.

Questions

What should an agency status call cover?

Work delivered, results against the agreed goals, what is coming next, what the agency needs from the client, and any risks to the timeline.

How often should an agency meet its client?

Weekly or fortnightly during active work, often with a monthly or quarterly review of results.

What should follow a status call?

A short written summary of decisions, dates and what each side is doing next.

What happens in the room

Everybody joins from the link, with no account. The agenda sits beside the call and each item fills in with what was said about it, under the name of the person who said it.

More templates

Creative brief meetingBefore any creative work starts: agree who it is for, the one thing it must make them think or do, the evidence behind it, and what done looks like.Campaign kickoffLaunch a marketing campaign with everyone on the same page: the goal and the number, who it is for, the channels and dates, who makes what, and how you will know it is working.Campaign retrospectiveAfter a campaign ends: what it achieved against the goal, what worked, what did not, and what to repeat or change next time — with the numbers in front of everyone.Scope change meetingThe client wants something beyond what was agreed: work out exactly what is new, what it costs in time and money, and decide — together, and in writing — whether to add it.Project closeout meetingAt the end of a project: confirm everything was delivered, hand over what the client needs to carry on, settle what is outstanding, and agree what both sides learned.Client offboarding meetingWhen a client leaves: hand back their data and access cleanly, understand honestly why they are leaving, and part on good terms — they may come back, and they will talk.Sales discovery callLearn how they work today, what they have tried, and what a good outcome is — before pitching anything.Client check-inWhat changed, how it is going against the goals you agreed, and what is next.

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