This guide contains…

The perfect start-up meeting

Before the meeting

Meeting practice

By the end of the meeting…

Disclaimer: For small to medium sized project, our goal is to conduct one start-up meeting, where as bigger and on-going retainers (with bigger scopes) the start-up is usually a series of meetings including a workshop with the client. In the latter cases, view the below as a guiding principle rather than absolute truth.

The perfect start-up meeting ✌️

Run time: 60 minutes.

Attendees: CGM + specialists.

Documentation: A Google Doc in the client folder or a tab in the distribution plan. Assign ownership to all action items.

Before the meeting: remember to reduce time-wasters

Yes, the below sounds harsh, and isn’t being practiced deliberately by anyone at Trickle, but it’s healthy to – from time to time – remind ourselves of what can “eat into” the time of a meeting.

• Frequent interruptions: One team member tends to interject every chance that they get or ask redundant questions.
• Meeting that should have been an email: There is a lack of direction or focus for the meeting discussion.
• No ownership on action items: A solution is brought up in the meeting but no one takes ownership to follow through on executing that idea.

Meeting runs over time: As the meeting is about to end, someone asks a long-winded question.

Technical difficulties: When an attendee doesn’t know how to use the platform or there’s sound feedback, delayed video, or background noise.

Lack of preparation: The presenter or meeting owner isn’t fully prepared and stumbles through their points.

• Interested to learn more about time-wasters? Read more here: https://www.embroker.com/blog/startup-meetings/

Meeting practice

Define everything in writing and assign action points to an owner!

Define campaign objectives (5-10 min)

Set… primary and secondary.

Answer… What is “nice to have” for the client versus what actually drives value?

Think / discuss… Can we be inspired by success cases in terms objectives?

Target groups (15 min)

Fill out…

Demographics (age, gender, language?) Locations and prioritised markets Prof/job - descriptions Industry - descriptions Specific schools per market - descriptions Interests Digital behaviours Key motivators

Tracking (5-10 min)

Identify tracking needs. What we need versus what is nice.

Content and landing page review (10-15 min)

Review assets together and compile necessary feedback / action points.