Client Meeting Preparation Project Template

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Ensure you are always ready to impress potential clients with thorough preparation. This template guides you through organizing software demos, presentations, and pricing details, ensuring that all necessary materials are prepared and organized before client meetings.

By following this structured approach, you can present confidently and increase your chances of closing deals.

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Client Meeting Preparation Project for Priority Matrix

Client Meeting Preparation Project in Priority Matrix

Organize and prepare all critical materials for client meetings to maximize your chances of closing deals.

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Proposed Tasks

Urgent & Important

  • Task 1: Identify necessary materials for each client due in 1 week
    ☐ Identify software demos ☐ Identify presentations ☐ Identify pricing details
  • Task 2: Gather software demos due in 2 weeks
    ☐ Find existing demos ☐ Create new demos if needed
  • Task 3: Prepare presentations due in 3 weeks
    ☐ Update existing presentations ☐ Create new presentations if needed
  • Task 4: Compile pricing details due in 4 weeks
    ☐ Update existing pricing details ☐ Prepare new pricing details if needed

Important, Not Urgent

  • Task 5: Review and organize materials due in 5 weeks
    ☐ Review all gathered materials ☐ Organize materials in Priority Matrix
  • Task 6: Practice software demos due in 6 weeks
    ☐ Practice each demo ☐ Adjust demos based on practice
  • Task 7: Review presentations due in 7 weeks
    ☐ Review each presentation ☐ Adjust presentations based on review
  • Task 8: Review pricing details due in 8 weeks
    ☐ Review each pricing detail ☐ Adjust pricing details based on review
  • Task 9: Finalize materials due in 9 weeks
    ☐ Finalize all materials ☐ Upload final materials to Priority Matrix
  • Task 10: Prepare meeting agenda due in 10 weeks
    ☐ Define meeting objectives ☐ Outline meeting structure ☐ List materials to be presented