# Plan a client kickoff meeting that sets expectations from day one

An agenda, talking points, and a decision checklist for the first meeting of a client engagement or agency project.

- Topic: Meetings
- Framework: Few-Shot
- Level: Standard
- Tags: Meetings, Summarize, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/plan-a-client-kickoff-meeting-that-sets-expectations-from-day-one

## Prompt

```text
Help me plan the kickoff meeting for a new client engagement.

**Client and project:** [WHO and WHAT]
**Agreed scope and deliverables:** [SUMMARY or paste from the SOW]
**Attendees from both sides:** [NAMES or ROLES]
**Length and format:** [e.g. "90 minutes, video call"]
**Risks I already see:** [e.g. unclear decision-maker, tight deadline, a team that didn't want outside help]

Give me:
1. A timed agenda covering: introductions and roles, goals and what success looks like, scope recap (including what's out of scope), timeline and milestones, ways of working, risks, and next steps.
2. Questions to ask so the client defines success in measurable terms.
3. A ways-of-working checklist to agree in the room: single point of contact, who approves deliverables, feedback turnaround time, revision rounds, meeting cadence, communication channels, and how change requests work.
4. How to state the scope boundaries politely but clearly, in a sentence or two I can say aloud.
5. Talking points for each risk I listed.
6. A kickoff recap email template that documents every agreement made, for both sides to confirm in writing.

Keep it practical. If my scope summary is vague anywhere, flag it before the meeting.
```

## What to fill in

- WHO and WHAT
- SUMMARY or paste from the SOW
- NAMES or ROLES
- e.g. "90 minutes, video call"

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.