Client Meeting Prep Project Template

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Ensure your client meetings are successful by being well-prepared with all necessary documentation and data. This template guides you through organizing client information, analyzing client needs, preparing presentations, and more.

By following this template, you can streamline your preparation process, making each client interaction more effective and impactful.

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Client Meeting Prep Project for Priority Matrix

Client Meeting Prep Project in Priority Matrix

Organize and prepare all necessary documentation and data for successful client meetings.

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Proposed Tasks

High Impact, Urgent

  • Collect Client Information - Due in 3 days
    ☐ Gather previous meeting notes ☐ Review client's website and social media ☐ Research client's industry trends
  • Analyze Client's Needs - Due in 1 week
    ☐ Analyze client's business and identify potential needs ☐ Prepare questions to confirm these needs

High Impact, Not Urgent

  • Prepare Presentation - Due in 2 weeks
    ☐ Outline the presentation ☐ Create slides ☐ Prepare speaking notes

Low Impact, Urgent

  • Internal Meeting - Due in 10 days
    ☐ Share findings with the team ☐ Get feedback and adjust the plan as necessary
  • Practice Presentation - Due in 2 weeks
    ☐ Run through the presentation ☐ Refine and polish the delivery

Low Impact, Not Urgent

  • Prepare Meeting Logistics - Due in 2 weeks
    ☐ Confirm meeting time and location ☐ Prepare necessary equipment ☐ Plan travel if necessary
  • Client Follow-up - Due in 3 weeks
    ☐ Send thank you note ☐ Follow up on any open questions or promised information