Client Meeting Preparation Template

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Successful client meetings start with thorough preparation. This template provides a comprehensive approach to organizing and reviewing all pertinent information before client meetings, ensuring clarity and confidence.

Vice-Presidents in the consultation industry can use this template to systematically prepare for client interactions, improving client satisfaction and meeting outcomes.

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Client Meeting Preparation Template for Priority Matrix

Client Meeting Preparation Template in Priority Matrix

Ensure thorough preparation for client meetings with a systematic approach to reviewing documents, data, and strategies.

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Proposed Tasks

High Impact, Urgent

  • Prepare Project Updates - Due in 1 week
    ☐ Gather recent project data ☐ Update project status report ☐ Highlight key achievements and challenges
  • Review Client's Previous Meeting Notes - Due in 1 week
    ☐ Retrieve previous meeting notes ☐ Identify key points ☐ Note any unresolved issues or topics
  • Analyze Client's Current Strategy - Due in 10 days
    ☐ Study client's current strategy ☐ Identify areas for improvement ☐ Prepare suggestions

High Impact, Less Urgent

  • Schedule Internal Team Meeting - Due in 2 days
    ☐ Coordinate with team members ☐ Set meeting agenda ☐ Prepare meeting materials
  • Conduct Internal Team Meeting - Due in 3 days
    ☐ Discuss client's needs and expectations ☐ Review project updates ☐ Brainstorm ideas for the client meeting
  • Prepare Meeting Agenda - Due in 5 days
    ☐ List out discussion points ☐ Allocate time for each topic ☐ Include time for Q&A

Low Impact, Urgent

  • Review Meeting Materials - Due in 1 day
    ☐ Go through all meeting materials ☐ Ensure accuracy and completeness ☐ Make necessary revisions
  • Compile Meeting Materials - Due in 2 days
    ☐ Gather all relevant documents ☐ Prepare presentation slides ☐ Print out copies if necessary

Low Impact, Less Urgent

  • Prepare Meeting Room - Due in 1 day
    ☐ Ensure room is clean and tidy ☐ Check AV equipment ☐ Arrange seating
  • Send Meeting Invite to Client - Due in 3 days
    ☐ Confirm meeting date and time ☐ Include meeting agenda ☐ Send invite via email