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3 top tips for client meetings

When we're busy we often don't allocate enough time to prepare for meetings with our clients or follow up after the meeting.  Every meeting, or significant telephone conversation, presents an opportunity to sow seeds which may develop and grow the business with that particular client.

These three tips may help you make the most of these opportunities: 

► Send a summary of what was discussed and agreed within 48 hours of the meeting. If you don’t already send minutes or action plans Minutes.io is a useful tool.  A summary is useful ground work for future meeting agendas.

► Take time to reflect on the meeting and whether any additional information, or clarification, is needed to progress any work

► Plan the actions required by the client remembering to schedule time in your diary. As well as making sure actions don’t get overlooked, scheduling helps keep track of the time actually spent on each client/project

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