Guide to a Successful Kickoff Meeting

The Guide to a Successful Agency Kickoff Meeting

Get everything you need to know when preparing for your first strategy discussion with a digital marketing agency—all in one simple checklist.

Guide to a Successful Agency Kickoff Meeting

Start your digital marketing strategy off on the right foot.

  • Submit the form and get instant access to the worksheet.
  • We'll also send a copy to your inbox to read on your time. 

Download the worksheet

Setting goals and identifying opportunities for improvement is key to marketing success 

That's why we've put together this worksheet for you based on our own client onboarding process. It contains the major questions we ask every client, such as marketing challenges they want to overcome and information about the customers they serve.

Whether you've just started to look at partners or have already scheduled your first meeting, consider this a roadmap to help you and your agency work together to create a plan that targets your biggest opportunities and generates better results for your business.


This fillable worksheet contains questions about your:

  • Marketing needs, challenges, & goals
  • Ideal customers
  • Sales process
  • Marketing tools and software
  • Competitors
  • Content 
  • & More

Who we are

Madison Marketing Group is a full-service digital marketing agency specializing in B2B lead generation, inbound content marketing, web design and development, and local marketing for law firms and other small businesses.

Located in Madison, WI we're a team of (mostly) Midwesterners serving local, regional, & national brands.


A Few of Our Clients:

The FDA Group Logo
Biodesix Logo