Initial Client Meeting Checklist √

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By Kelly Lyons
New Business

Your Initial Client Meeting Checklist: A 9-step guide to ensure success at your first AdLab client meeting.

Step 1: Reach out to your client as soon as you receive the assigned contact. Send an email in which you:

  • Introduce yourself and the rest of the members on your team.
  • Set up a time and place to meet by asking your client to provide a few dates and times that would work best for them. 

Step 2: AE’s should create an agenda of what will be discussed in the meeting and share it with the rest of the team.

Step 3: Bring your Working Agreement and Creative Strategy docs to the meeting (All necessary paperwork can be found on Blackboard)

Step 4: Make sure you and the rest of your team members arrive to the meeting on time and dress appropriately as you are not only representing yourselves but AdLab as well.

Step 5: Use the AdLab Creative Brief as your conversation guide for the meeting – for the kind of information you should be getting from your client.

  • It’s important for all members to attend the meeting; The AE will be responsible for guiding the conversation and should designate another team member, either the copywriter or someone else, to be the designated note taker. That way the AE can focus on fostering the conversation while the team takes note of the information being provided.

Step 6: Ask your client if they have any design requirements. Find out if there are any aspects that should be included in the creative executions as well as any specific colors or fonts. Also ask if there are any things to avoid.

Step 7: Share AdLab’s semester timeline with your client and if there are multiple requests for one semester, make sure your client organizes them in order of importance.

Step 8: Share AdLab’s creative approval process with your client so they understand the procedure and that it does take some time for work to get approved.

Step 9: Lastly, thank your client for taking the time to meet with you and reiterate how excited you are to have the opportunity to produce great work for them.