Create new document

Create a new document for the client kickoff notes and share it with the project team. Make a new document titled Acme Kickoff Notes in the Marketing/Clients/Acme folder, add me and Priya in marketing as editors and the account lead Derek as commenter, and include the kickoff agenda and action-items sections. Tell me if the folder already contains a kickoff doc so I can avoid duplicates.

Before I send the kickoff doc to the client, make it easy for reviewers to find the decisions and their owners. Put the three project milestones and assigned owners at the top, highlight outstanding questions that need client input, collapse technical specs into an appendix, and flag any wording that sounds like internal notes rather than something to share with the client.

I just created Acme Kickoff Notes and noticed there’s another document titled Acme Kickoff — almost identical. I’m afraid sending a duplicate will confuse the client and the team, but I don’t know whether the other contains older decisions we must keep. Should I merge them, delete one, or label and keep both? What’s the safest next step so Derek and Priya see the correct information?

Across clients I end up with several kickoff documents, conflicting owner permissions, and people working in different copies. It wastes hours reconciling notes before calls. What habit, naming convention, or permission rule should I adopt to stop duplicate kickoff docs and ensure a single source of truth for every client?