# Client kickoff agenda prompt: free ChatGPT template > Build a kickoff meeting agenda for a new client project: introductions, goals, scope, who does what, timeline and the first three actions, with times. Source: https://learn.ynteractive.com/content/prompts/client-kickoff-agenda-prompt · Updated 2026-10-02 · Free from Stepthrough (https://learn.ynteractive.com) [Meetings and notes](https://learn.ynteractive.com/content/prompts#job-meetings-and-notes) · [Marketing](https://learn.ynteractive.com/content/prompts#industry-marketing) · [Operations](https://learn.ynteractive.com/content/prompts#industry-operations) · Works in ChatGPT, Claude, Gemini and Copilot Updated October 2, 2026 · By [Robert Breen](https://learn.ynteractive.com/content/about) Use this the day before the first meeting with a new client, when you know the project but haven't planned how to run the hour. A good kickoff settles five things: the goal, the scope, who owns what, the dates and how you will communicate. This prompt sorts your project facts into a timed agenda and adds the questions you should ask in the room, so the meeting ends with owners and dates instead of good intentions. ## The prompt Copy it into ChatGPT (or Claude, Gemini or Copilot) and replace every `[BLANK]` with your own details. It uses the four parts from [Prompt Writing 101](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format): Role, Context, Task and Format. Copy prompt ```text Role: You are a project lead preparing a kickoff meeting with a new client. Context: The client is [CLIENT]. The project is [PROJECT]. People attending: [ATTENDEES]. The meeting is [LENGTH] long. The goal we agreed in the proposal: [GOAL]. Things we still need from the client: [OPEN ITEMS]. Task: Write a kickoff agenda that fits the meeting length. For each item give a time box, who leads it and the outcome we want from it. Cover introductions, the goal, scope and exclusions, roles, the timeline, how we will communicate, and open items. End with a five-minute block to confirm the first three actions with owners and dates. Then list five questions I should ask the client that I might forget. Format: A table with the columns: minutes, topic, led by, outcome wanted. Below it, a numbered list titled "Questions to ask". No emoji. Plain, direct wording. ``` ## Fill in the blanks **`[CLIENT]`** The client's company name. **`[PROJECT]`** What you are doing for them, in a sentence. **`[ATTENDEES]`** Names and roles on both sides. The agenda assigns a leader to each item, so this matters. **`[LENGTH]`** How long the meeting is, such as "60 minutes". **`[GOAL]`** The result you promised in the proposal, copied as written. **`[OPEN ITEMS]`** Access, logins, files or decisions you are waiting on. ## Example, filled in **A made-up example** from the free lesson [Build an n8n AI Agent That Plans Your Content Calendar](https://learn.ynteractive.com/content/n8n-ai-agent-content-calendar). Harbor & Pine Coffee Roasters is the made-up coffee company from the marketing lessons. A freelance marketing consultant (made-up) has just been hired to run its campaign planning and is about to hold the first meeting. Copy example ```text Role: You are a project lead preparing a kickoff meeting with a new client. Context: The client is Harbor & Pine Coffee Roasters. The project is a two-week email and content calendar built from one campaign theme, with a repeatable way to plan the next one. People attending: Maya (owner) and Luis (marketing coordinator) for the client, and me and an assistant for us. The meeting is 45 minutes long. The goal we agreed in the proposal: a ready-to-use calendar for the fall blend launch and a process Luis can repeat. Things we still need from the client: the product list, last year's email results and the name of whoever approves posts. Task: Write a kickoff agenda that fits the meeting length. For each item give a time box, who leads it and the outcome we want from it. Cover introductions, the goal, scope and exclusions, roles, the timeline, how we will communicate, and open items. End with a five-minute block to confirm the first three actions with owners and dates. Then list five questions I should ask the client that I might forget. Format: A table with the columns: minutes, topic, led by, outcome wanted. Below it, a numbered list titled "Questions to ask". No emoji. Plain, direct wording. ``` ## What a good answer looks like - Time boxes that add up to exactly 45 minutes, with the last five spent confirming actions. - Each row names a leader (Maya, Luis or you) rather than leaving it open. - The open items you listed show up as a specific agenda line, not buried in "other". - Questions you hadn't thought of, such as who approves a post and how quickly. ## How to check it before you use it An AI draft can sound right and still say something you never told it. Use the habit from the [Reply Faster lesson](https://learn.ynteractive.com/content/chatgpt-reply-to-customer-emails): check every promise, name, date and number against what you gave it before anything goes out. - Add up the minutes. Models are bad at arithmetic, and a 55-minute agenda in a 45-minute slot gets cut from the end, where the actions are. - Move the topic you most fear skipping into the first half of the meeting. - Delete questions that repeat something the proposal already settled. Asking again looks like you didn't read it. - Send the agenda to the client a day ahead so they can bring the open items. ## Practice it in the free lesson **[Prompt Writing 101: Role, Context, Task, Format](https://learn.ynteractive.com/content/prompt-writing-101-role-context-task-format)**: Ask ChatGPT for the same customer email twice, once vaguely and once with a four-part prompt, and see exactly why structure gets a better answer. You do every step yourself in a practice copy of ChatGPT, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/prompt-writing-101) Also useful: [Summarize a Meeting Transcript with ChatGPT](https://learn.ynteractive.com/content/chatgpt-summarize-meeting-transcript) · [Build an n8n AI Agent That Plans Your Content Calendar](https://learn.ynteractive.com/content/n8n-ai-agent-content-calendar) ## Terms used here [Role, Context, Task, Format](https://learn.ynteractive.com/content/glossary/role-context-task-format) · [Action items](https://learn.ynteractive.com/content/glossary/action-items) · [Output format](https://learn.ynteractive.com/content/glossary/output-format) ## Related prompts - [Meeting agenda prompt](https://learn.ynteractive.com/content/prompts/meeting-agenda-prompt): Turn a list of topics into a timed meeting agenda where every item has an owner, a question to settle and minutes that add up to… - [Meeting recap email prompt](https://learn.ynteractive.com/content/prompts/meeting-recap-email-prompt): A copy-ready prompt that turns your checked meeting notes into a short recap email: decisions, owners and due dates, and nothing… - [Action items table prompt](https://learn.ynteractive.com/content/prompts/action-items-table-prompt): Paste a meeting transcript or rough notes and get a table of every task, owner and due date, with "Not stated" wherever nobody… ## More meetings and notes prompts - [Client quarterly review recap prompt](https://learn.ynteractive.com/content/prompts/client-quarterly-review-recap-prompt): Turn your notes or transcript from a client's quarterly review into a recap email: decisions, who does what by when, what you… - [Customer call notes summary prompt](https://learn.ynteractive.com/content/prompts/customer-call-notes-summary-prompt): Turn rough phone-call notes into a clean customer record: what they reported, what you promised and the next step, plus a short… - [Decision log prompt](https://learn.ynteractive.com/content/prompts/decision-log-prompt): Pull every settled decision out of meeting notes and messages into a dated log: who decided, why, and when to revisit, plus what… [All free prompt templates](https://learn.ynteractive.com/content/prompts) · [AI glossary](https://learn.ynteractive.com/content/glossary)