Client Onboarding Marketing Agency

Are you an account manager or agency owner? Use this meeting template to introduce your client to their new campaign manager.

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Content Marketing Editorial Meeting

Bring key stakeholders together and ensure that the best content marketing opportunities are surfaced and taken forward.

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Marketing Agency Sales Qualification Meeting Template

Want to close more sales at your digital marketing agency? Use this template as a guideline to better-qualifying your sales prospects up front.

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Start Stop Continue Retrospective

Help your team focus on concrete actions they can take to improve collaboration, processes and results. Curated by Anna Lurchenko, UX Designer at Google Health.

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First 1-on-1 Meeting with Marketing Specialist

Kickoff your first 1-on-1 with a new Marketing Specialist by getting to know each other, discussing specific projects and welcoming them to the team!

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Marketing Proposal Meeting

Are you selling marketing services to your prospects? Use this template to properly close the deal by detailing how you will execute the marketing strategy.

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Marketing Planning Meeting

Plan your marketing strategy, campaigns, and tactics for the upcoming months using this Marketing Planning Meeting Template.

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Backlog Grooming Meeting

Present user stories, break them up into parts, and vote on the number of points for each story to come up with an estimation.

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Post-Event Debrief: Social Media Engagement Review

Evaluate social media usage during your conference and discuss trends and opportunities for future events!

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