Meetings
Client kickoff meeting agenda
Plan the first meeting with a new client, with what they'll leave with and a timed run of topics.

- File types
- Size
- 11.7 × 8.27 in PDF
- Use case
- Meetings
- Licence
- Free to copy and use in your own templates
- Source
- Made by thirds.ai with the open-licence Bricolage Grotesque and Instrument Sans fonts, original graphic marks, and fictional sample names.
Three brands
Give every client this design in their own brand.
Add a client's logo, colours, and fonts in one step, and you've got a file that looks made just for them, with no new design to build.
About this design
What you can make with it.
Start a new client project with a clear plan. The wide page shows what the client will leave with, what to read first, and up to 12 topics with a time slot and an owner. Change the names and topics for each new client.
Your details
What you can change.
These are the words and numbers you swap for your own. The design stays the same.
- Business nameA short text.
- MeetingA short text.
- DateA short text.
- Start hourA number.
- Start minuteA number.
- WhereA short text.
- AimA longer text with more than one line.
- ItemsA list of items. Each item has topic, owner and minutes.
- PreparationA longer text with more than one line.
{
"business_name": "Coralline Studio",
"meeting": "Brackenridge Cycles website kickoff",
"date": "Wed 14 Oct 2026",
"start_hour": 10,
"start_minute": 0,
"where": "Brackenridge Cycles showroom, Kendal, and video call",
"aim": "A shared plan for your new website: the goals, the pages, the launch date, and who signs off each stage.",
"items": [
{
"topic": "Welcome and introductions from both teams",
"owner": "Mia",
"minutes": 10
},
{
"topic": "Your goals for the new site: more service bookings and more online sales",
"owner": "Gareth",
"minutes": 15
},
{
"topic": "Who visits your site today, and what they look for",
"owner": "Jonah",
"minutes": 10
},
{
"topic": "The pages we'll build, from the home page to the booking form",
"owner": "Jonah",
"minutes": 15
},
{
"topic": "Photos and product details: who sends what, and by when",
"owner": "Lucy",
"minutes": 10
},
{
"topic": "The look: your logo, your colours, and three sites you like",
"owner": "Mia",
"minutes": 10
},
{
"topic": "Timeline: design in November, build in December, launch on 1 February",
"owner": "Mia",
"minutes": 10
},
{
"topic": "How we share drafts and collect your feedback",
"owner": "Jonah",
"minutes": 5
},
{
"topic": "Sign-off: who approves each stage on your side",
"owner": "Gareth",
"minutes": 5
},
{
"topic": "Questions and next steps",
"owner": "Everyone",
"minutes": 10
}
],
"preparation": "Please bring last year's online sales figures and links to three cycling websites you like."
}For developers
Make this file from your code or your AI tools.
Save your copy once, then send the new details with each request. Each finished file costs 1 credit.
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"business_name": "Coralline Studio",
"meeting": "Brackenridge Cycles website kickoff",
"date": "Wed 14 Oct 2026",
"start_hour": 10,
"start_minute": 0,
"where": "Brackenridge Cycles showroom, Kendal, and video call",
"aim": "A shared plan for your new website: the goals, the pages, the launch date, and who signs off each stage.",
"items": [
{
"topic": "Welcome and introductions from both teams",
"owner": "Mia",
"minutes": 10
},
{
"topic": "Your goals for the new site: more service bookings and more online sales",
"owner": "Gareth",
"minutes": 15
},
{
"topic": "Who visits your site today, and what they look for",
"owner": "Jonah",
"minutes": 10
},
{
"topic": "The pages we'll build, from the home page to the booking form",
"owner": "Jonah",
"minutes": 15
},
{
"topic": "Photos and product details: who sends what, and by when",
"owner": "Lucy",
"minutes": 10
},
{
"topic": "The look: your logo, your colours, and three sites you like",
"owner": "Mia",
"minutes": 10
},
{
"topic": "Timeline: design in November, build in December, launch on 1 February",
"owner": "Mia",
"minutes": 10
},
{
"topic": "How we share drafts and collect your feedback",
"owner": "Jonah",
"minutes": 5
},
{
"topic": "Sign-off: who approves each stage on your side",
"owner": "Gareth",
"minutes": 5
},
{
"topic": "Questions and next steps",
"owner": "Everyone",
"minutes": 10
}
],
"preparation": "Please bring last year's online sales figures and links to three cycling websites you like."
},
"pdf": {
"width": "1123px",
"height": "794px"
}
}
}
}
}Edit this template
Open it in the editor, change anything you like, and keep it with your own templates. Your first 50 credits each month are free.





