Template

Campaign kickoff template

Launch 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.

60 minutesFor Marketing, the agency or creative team, sales, and whoever owns the budgetAgenda room
Change the agenda first

The agenda, with a time for each part

  1. The goal and the number8 min
    • What should this campaign achieve, and how much?
  2. Who it is for and what we say10 min
    • Who do we want to reach, and with what message?
  3. Channels and timing12 min
    • Where will it run, and when?
  4. Who makes what, by when15 min
    • What has to be made, by whom, and by which date?
  5. Budget7 min
    • How is the money split, and who approves changes?
  6. How we will measure it8 min
    • What will we check each week, and what makes us change course?

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.

Goal. 800 demo requests from small clinics in Q1.

Message. Set up before lunch.

Channels. Search ads, two webinars, an email series to trial users.

Measure. Weekly cost per demo; if over $60 after three weeks, move money from display to search.

Running it well

Ways to change it

Small campaignThirty minutes: goal, message, two channels, one owner.
With an agencyAdd the agency's plan and the dates for each approval.

When to skip it. Never for a paid campaign; for a single email, a short brief is enough.

Questions

What is a campaign kickoff meeting?

A meeting at the start of a marketing campaign to agree the goal, audience, message, channels, timeline, responsibilities, budget and how results will be measured.

What should be decided at a campaign kickoff?

A measurable goal, the audience and message, channels and dates, who produces what, the budget, and the metrics to track.

Who should attend a campaign kickoff?

Marketing, the creative team or agency, sales and the budget owner.

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

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.Quarterly business review (QBR)Once a quarter with a customer: what they got for their money, what did not work, and what the next quarter is for.Customer onboarding callThe first call after somebody buys: what they want to get done, who needs setting up, and the first result to aim for.

All 162 templates →

Try Meetful

Meetings that take their own notes

Free video meetings in the browser: every line of the transcript under the name of who said it, and the summary and action items when you hang up. Nothing to install — guests just open the link.

Try Meetful freeSee what it does