KICKOFF MTG CHECKLIST

The Client Kickoff Checklist is designed to help video producers stay organized and one step ahead—especially when meeting with a client for the first time.

Agency estimates haven’t changed much over the years, but accuracy and clarity are essential. This Excel template was provided by an agency and cost consultants, and in my recent projects, I’ve used it in Google Sheets, sharing a live version with the business manager, account director, and project manager. It’s a practical tool to track estimates, communicate costs clearly, and keep your team aligned.