The agenda
The numbers, 20 minutes
We confirm the outcomes we’re owning together, the baseline they start from, and the unit economics behind them. This becomes the top row of the growth sheet and the first thing we look at in every monthly review.
The customer and the product, 30 minutes
Who buys, what they’re trying to achieve, why they hesitate, what they say afterwards, and what makes the product different. Your sales and support knowledge is gold here. We bring the data patterns, you bring the human texture. Everything from this session feeds straight into the creative strategy.
Guardrails, 15 minutes
Brand no-gos, claim boundaries, compliance constraints, and competitive sensitivities. Stated once, written down, and respected from then on, so later approvals are about effectiveness, not re-litigating brand rules.
Ways of working, 15 minutes
Your named approver, our shared channel, the approval turnaround, and the reporting cadence. These are the practical agreements that make everything else fast.
Who should be there
- The decision-maker. Whoever can say yes to strategy and budget. If they’re not in the room, the kickoff ends up happening twice.
- The day-to-day owner. Your named approver, the person we’ll work with weekly.
- Optional: whoever talks to customers most. A sales lead, store manager, or support person. Thirty minutes of their reality is worth a week of desk research.
What you’ll have afterwardsWithin two working days you’ll get the engagement one-pager: outcomes and baselines, the messaging hierarchy, guardrails, ways-of-working agreements, and the 30/60/90-day plan. It’s one document, kept current for the life of the engagement, and it’s the source of truth we both work from. If it’s ever wrong, say so.