Client Meeting Management Template

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Ensure you're always prepared and punctual for your client meetings with this Client Meeting Management template. This guide helps you schedule, organize, and conduct meetings with potential borrowers, ensuring you provide the best service possible.

From preparing client profiles and meeting agendas to conducting the meetings and following up, this template covers all the essential tasks for effective meeting management in the financial services industry.

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Client Meeting Management for Priority Matrix

Client Meeting Management in Priority Matrix

Effectively manage and organize client meetings for optimal preparation and service.

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Proposed Tasks

Preparation Tasks

  • Prepare Client Profiles
    ☐ Research the client's business or residential lending needs ☐ Prepare a profile for each client
  • Prepare for Next Meeting
    ☐ Start preparing for the next meeting in advance
  • Prepare Meeting Agenda
    ☐ Outline the key points to discuss during the meeting ☐ Prepare any necessary documents or presentations
  • Update Client Profiles
    ☐ Update the client profiles with information from the meeting ☐ Include any follow-up actions

Meeting Scheduling

  • Reschedule if Necessary
    ☐ If necessary, reschedule the meeting
  • Schedule Meetings
    ☐ Schedule meetings at least a week in advance ☐ Ensure there is enough time between meetings for preparation and rest

During the Meeting

  • Conduct the Meeting
    ☐ Ensure to cover all points in the agenda ☐ Take notes on important points and any follow-up actions

Follow-ups

  • Ask for Feedback
    ☐ Ask the client for feedback on the meeting
  • Post-Meeting Follow-ups
    ☐ Send a thank-you note to the client ☐ Send any additional information or documents requested during the meeting
  • Review and Reflect
    ☐ Review the meeting and reflect on what went well and what could be improved