Client Meeting Preparation and Follow-up Template

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Ensure your client meetings are productive and well-organized with our 'Client Meeting Preparation and Follow-up' template. This template helps financial consultants plan and prioritize tasks before and after client meetings using the Priority Matrix.

From preparing agendas to following up on action items, this template ensures all necessary tasks are completed, leading to more effective and successful client interactions.

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Client Meeting Preparation and Follow-up for Priority Matrix

Client Meeting Preparation and Follow-up in Priority Matrix

Efficiently plan, prioritize, and follow up on tasks for productive client meetings.

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Proposed Tasks

Urgent and Important

  • Conduct Client Meeting - due in 1 day
    ☐ Start meeting on time ☐ Follow the agenda ☐ Address client's concerns
  • Send Meeting Minutes - due in 1 day
    ☐ Summarize meeting ☐ Email minutes to client
  • Prepare Meeting Agenda - due in 2 days
    ☐ Identify key topics ☐ Allocate time for each topic ☐ Share the agenda with the client
  • Review Client's Financial Status - due in 3 days
    ☐ Review previous financial plans ☐ Analyze current financial status
  • Follow up on Action Items - due in 3 days
    ☐ Review action items ☐ Start working on tasks
  • Prepare Presentation - due in 5 days
    ☐ Prepare slides ☐ Practice presentation

Important but Not Urgent

  • Research Market Trends - due in 1 week
    ☐ Research recent financial market trends ☐ Identify potential impacts on client's portfolio
  • Update Client's Financial Plan - due in 1 week
    ☐ Update plan based on meeting ☐ Review plan with senior consultant
  • Send Updated Plan to Client - due in 10 days
    ☐ Email plan to client ☐ Schedule call to discuss plan
  • Follow up Call - due in 2 weeks
    ☐ Discuss updated plan ☐ Address new concerns
  • Review Client Feedback - due in 2 weeks
    ☐ Review client's feedback on plan ☐ Make necessary adjustments

Urgent but Not Important

  • Check Tech Setup - due in 1 day
    ☐ Test video conference link ☐ Ensure good internet connection
  • Send Meeting Reminder - due in 2 days
    ☐ Email reminder to client ☐ Confirm meeting time and link
  • Update Meeting Notes - due in 2 days
    ☐ Update client's file ☐ Share updates with team
  • Update Client Database - due in 5 days
    ☐ Update client's information in database

Not Urgent or Important

  • Send Thank You Note - due in 2 days
    ☐ Write a personalized thank you note ☐ Email note to client
  • Self-Reflection - due in 1 week
    ☐ Reflect on personal performance ☐ Identify areas for self-improvement
  • Evaluate Meeting Success - due in 1 week
    ☐ Evaluate meeting against objectives ☐ Identify areas for improvement
  • Prepare for Next Meeting - due in 3 weeks
    ☐ Identify topics for next meeting ☐ Start preparing
  • Plan Client Appreciation Event - due in 4 weeks
    ☐ Decide on event details ☐ Send invite to client