T01 Client kickoff agenda and working agreement
Client kickoff agenda and working agreement
What today's kickoff covers and the working agreement both sides are accepting by the end of this meeting. Prepared by Juniper House for Bellwether Health. Copy this page into the shared client folder once both signatures below are recorded.
Sample template: the firm, people, clients and figures are fictional and shown for illustration only.
Kickoff readiness
At the Aug 12 readiness check, 9 of 12 kickoff inputs were complete. The one that blocks production is the care line claims reviewer, who is not yet named.
Today's agenda
Allow 60 minutes. Amira Patel should bring whoever can name the clinical communications reviewer, since step three depends on it.
Goals for this engagement
Bellwether Health runs a recurring education and acquisition program across its service lines. The goals we agree today:
- Grow qualified visits to the education guides month over month, reported against the same definition each month.
- Deliver the planned clinic stories each month, with any slip moved in the plan rather than dropped.
- Keep every change in scope written down, so current commitments are never quietly replaced.
How these goals are measured
Qualified guide visits come from the campaign results table and are reconciled monthly with Amira Patel's team. These are goals to report against, not promised results.
Where the engagement goes next
Working agreement
Open item before sign-off
Bellwether has not yet named the care line claims reviewer. Owner: Amira Patel. Needed by: end of today. Without a named reviewer and a two day review window, the first 3 workstreams cannot open, because no clinical content can be approved.
Who does what
- Name a delivery lead and specialists for each workstream within 5 business days of signing.
- Deliver the monthly plan, with the service line order Amira approves, before each month starts.
- Report qualified guide visits and story delivery monthly, on the same definitions.
- Write up any scope gap as a separate change before starting the work.
- Name one clinical communications reviewer, with a two day review window.
- Provide one approver, Amira Patel, for plans, content and changes.
- Share service line launch dates at least 3 weeks ahead.
- Confirm reviewer coverage before each new service line launches.
How we will communicate
| Touchpoint | Frequency | Format | Owner |
|---|---|---|---|
| Working review | Weekly | Video call, 30 minutes | Zoe Hart |
| Monthly account meeting | Monthly | Report and live dashboard | Noah Bishop |
| Claims review | Per item | Shared review queue, two day window | Named reviewer |
| Quarterly business review | Every quarter | Video, 90 minutes | Noah Bishop and Amira Patel |
First 30 days
Escalation contacts
Use this list when an issue cannot wait until the next working review, for example a blocked approval or a launch date at risk.
- Juniper House account issues: Noah Bishop, Account Director, noah.bishop@juniperhouse.example.
- Juniper House delivery: Zoe Hart, Delivery Lead, zoe.hart@juniperhouse.example.
- Bellwether approvals: Amira Patel, Marketing Director, amira.patel@bellwether.example.
Response target for an escalation raised through this list is one business day.
How to use this template
Fill in every value in the engagement snapshot and working agreement sections before the kickoff call, confirm them live with the client, then have both sponsors initial the page. If a value is not yet agreed, write Needs review rather than estimating it.
| Variable | Meaning | Required |
|---|---|---|
{{client.name}} | Client company the agreement covers | Required |
{{kickoff.inputs_ready}} | Kickoff inputs complete against the total | Required |
{{engagement.scope_summary}} | Services included in scope | Required |
{{contact.client_approver}} | Named client approver and contact details | Required |
{{contact.account_director}} | Named agency lead and contact details | Required |
{{review.named_reviewer}} | Any required reviewer and their review window | Optional |
{{cadence.working_review}} | Day, time and format of the recurring review | Optional |
The live readiness and phase blocks come from the Dashboards app for this client. Never send this page with an agency-only note left in place.