External meetings

Freelancer onboarding/kick-off meeting template

Use this template to onboard new freelancers, give them clarity, and help them deliver great work.

About this template

While freelancers aren’t officially part of your company, they’re often an essential player in helping your team meet their goals — so don’t rush their onboarding! Take the time to set up a meeting where they can connect with you and anyone else they’ll be working with on your team.

This meeting agenda walks through goals, tools, processes, and communication to help freelancers get up to speed, ask relevant questions, and deliver great work down the road. Note: It’s best to have this meeting after a freelancer has signed a contract or agreement with you.

Freelancer Onboarding/Kick-Off Meeting Agenda

1. Introductions Introduce relevant team members to the freelancer so they understand their role in the company. Ask the freelancer to give a quick intro to build trust.

2. Goals Review the goals of hiring the freelancer and what KPIs they’ll be meeting or helping your team meet. 

  • Goal 1 

  • Goal 2 

  • Goal 3 

3. Tools overview Help the freelancer get set up on the tools they need, providing logins or email invites before the meeting if possible.

  • Tool 1

  • Tool 2 

  • Tool 3

4. Processes overview Walk the freelancer through the processes that they’ll be a part of to give them context on their role and their deliverables.

5. Communication Cover the best ways for the freelancer to communicate with you and the team if they have questions or need information — e.g. Slack, email, weekly calls? — and share key contacts. 

  • Project updates:

  • Questions:

  • Deliverables:

6. Questions + next steps

 

When to use this template

Use this template when you’ve hired a new freelancer to do ongoing work for your team, be it copywriting, graphic design, dev, recruiting, PR, or another project. Schedule a kickoff meeting with the freelancer and include any other team members who will be working with them directly (if it’s just you and them, that’s fine too!).

Make sure to do the pre-meeting work of filling out goals and processes, sending relevant documents or videos to review, and inviting the freelancer to any tools or software they may need to do their job.

Run better meetings with Vowel

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Prepare

Create an agenda (or use a template!) so everyone is on the same page before the meeting.

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Meet

Vowel has one-click recording and transcription, so you can stay focused on the discussion.

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Act

End every meeting with shared notes, links, and action items — all in a post-meeting recap.


Related agendas

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Customer Check-In Meeting Agenda 

Welcome + Goal
Project Status 
  • Updates - Summarize 1-5 updates here with 1-3 bullet points each

  • Timeline - Include high-level deadlines/milestones (if applicable) 

Training or Product Updates 
  • Add any notes about training or product updates

Action Items 
  • Include the name of the person responsible, the task, and the due date. 

Summarize & Commit
  • Call back to the goal of the meeting to show how together you have achieved the goal.

Source: Hubspot

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Customer check-in meeting template

A customer check-in meeting agenda for account managers to keep projects and milestones on track.

Coaching Session 1-1 Agenda

1. Establish Coaching Agreement

  • What is the issue/goal you’d like to focus on today? 

  • What is important about this for you?

2. Set the Goal or Outcome for the Session

  • How will you know you achieved what you want to accomplish today? 

  • What will that look like or feel like? (subjective or objective) 

  • Where are you now regarding what you wanted to achieve today?

3. Coach the Client (Exploration)

  • What is the BEST solution for you in this situation?

  • What changes or differences might you or others notice?

4. Identify and Commit to Action

  • What might get in the way of accomplishing this? 

  • How will you support your commitment to this action?

5. Record Key Outcomes 

  • What are your take-aways from this session? 

  • What new awareness or learning happened today? 

  • How will this support you going forward?

6. Set Accountability 

  • How will you hold yourself accountable to the goal(s) you set today? 

  • How can I partner with you to enhance your accountability? 

Source: International Coaching Academy

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Coaching session meeting template

Help someone define their goals and work through blockers with this focused list of coaching questions.