Tips for the first marketing meeting

Going to your first marketing meeting with a new agency or new marketing team can be daunting. The first thing you need to do is to come prepared. Do your research on the agency or team ahead of time, and come to the meeting with specific questions or topics you want to discuss. This will help ensure that you make the most of the meeting and get the most out of it. 

Be respectful it’s important to be respectful of everyone in the meeting, including the agency or team’s time. Make sure you’re listening attentively and not talking over others. 

Be clear about what you want from the agency or team, both short-term and long-term. This will help them better understand your needs and how they can best help you meet them. 

Also, ensure you’re open to feedback – The agency or team may have some feedback for you as well, so be open to hearing it and considering it. They may have some valuable insights that can help improve your marketing efforts.

Make sure to follow up with the agency or team after the meeting, thanking them for their time and letting them know what actions you plan to take based on what was discussed. This will help keep everyone on track and ensure that the meeting was productive.

As the the meeting itself, here’s an outline of the top ten things you need to consider.

1. Review your company’s marketing goals and objectives. 

This will help to ensure that everyone is on the same page and that the meeting remains focused. Additionally, it will give your marketing team a better understanding of where the company is hoping to grow and what initiatives need to be put in place. 

2. Define your target audience. 

Knowing your target audience is essential for effective marketing. You need to know who you’re trying to reach in order to create messaging that resonates with them. 

3. Discuss your current marketing strategy. 

It’s important to have a clear understanding of what’s been working and what hasn’t when it comes to your company’s marketing efforts. This will help your team build on past successes while also avoiding any potentially costly mistakes. 

4. Establish key performance indicators (KPIs). 

KPIs can be used to track the success of your marketing campaigns and initiatives. By setting measurable goals, you’ll be able to gauge the effectiveness of your efforts and make necessary adjustments along the way.

5. Determine your budget. 

Creating a budget for your marketing efforts is essential for ensuring that you stay on track financially. It’s also important to have a good understanding of how much money you’re willing to allocate to marketing in order to get the most bang for your buck.

6. Define your brand messaging. 

Your brand messaging should be consistent across all of your marketing channels. This will help to create a strong and recognizable brand identity that people will associate with your company.

7. Assign specific tasks to each team member. 

By assigning specific tasks to each team member, you’ll help ensure that everyone has a clear understanding of their role in the marketing process. This will also help to streamline the overall workflow and improve communication between team members.

8. Set a timeline for each task. 

By setting timelines for each task, you’ll help keep your team on track and ensure that all deadlines are met. This will also help to prevent any overlap or duplication of efforts.

9. Create a checklist of items to be completed before each campaign. 

Having a checklist of items to be completed before each campaign can help to ensure that nothing is overlooked. This will also help to prevent any last-minute scrambling and ensure that all campaigns are executed flawlessly.

10. Review and revise as necessary. 

Marketing is a constantly evolving field, so it’s important to review and revise your strategy as needed. This will help ensure that your team is always up-to-date on the latest trends and techniques.


The first marketing meeting can be a nerve-wracking experience. It’s important to come prepared for this meeting so that you’re ready to tackle any questions or concerns head on. 

If you need help with the preparation process, visit this marketing agency which is a great example of what agencies should offer, and has several articles clearing up jargon so your meeting goes smoothly. We hope these ten tips will make your next marketing meeting an enjoyable and productive one! 

Christopher Stern

Christopher Stern is a Washington-based reporter. Chris spent many years covering tech policy as a business reporter for renowned publications. He has extensive experience covering Congress, the Federal Communications Commission, and the Federal Trade Commissions. He is a graduate of Middlebury College. Email:[email protected]

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