Onboarding Meeting with Market Forever

Purpose of the Meeting: The onboarding meeting with Market Forever is designed to establish a strong foundation for our partnership. This initial meeting will involve key stakeholders, including the Business Development Manager and the Account Manager, who will collaborate with the client to share knowledge, brainstorm ideas, and align on strategic goals.

Agenda:

Introductions:
  • Brief introductions of all participants.
  • Overview of Market Forever’s services and expertise.
Business Goals:
  • Discuss the client’s short-term and long-term business objectives.
  • Identify key performance indicators (KPIs) to measure success.
Marketing Goals:
  • Outline the client’s marketing objectives.
  • Explore current marketing strategies and campaigns.
  • Discuss desired outcomes and metrics for success.
Brand Values:
  • Understand the client’s brand values and mission.
  • Discuss how these values influence marketing strategies and campaigns.
Target Audience:
  • Define the client’s target audience.
  • Discuss demographic and psychographic characteristics.
  • Explore customer personas and buying behaviours.
Competitive Landscape:
  • Analyse the client’s competitors.
  • Identify market opportunities and threats.
  • Discuss strategies to differentiate the client’s brand.
Current Challenges:
  • Identify any current challenges the client is facing.
  • Brainstorm potential solutions and strategies to overcome these challenges.
Collaboration and Communication:
  • Establish communication channels and frequency.
  • Discuss project management tools and processes.
  • Set expectations for collaboration and feedback.
Next Steps:
  • Summarize key takeaways from the meeting.
  • Outline the next steps and action items for both parties.
  • Schedule follow-up meetings and check-ins.

Additional Considerations:

Budget and Resources:
  • Discuss the client’s budget for marketing initiatives.
  • Identify available resources and any additional support needed.
Timeline:
  • Establish a timeline for key milestones and deliverables.
  • Discuss any critical deadlines or time-sensitive projects.
Legal and Compliance:
  • Review any legal or compliance requirements relevant to the client’s industry.
  • Ensure all marketing activities adhere to these regulations.
Access granted:
  • We will be providing a list of systems that we may require access to in order to fulfil the requirements.

Conclusion: The onboarding meeting is a crucial step in building a successful partnership with Market Forever. By aligning on business and marketing goals, understanding the brand values and target audience, and addressing any challenges, we can create a strategic plan that drives results and fosters long-term success.