12 Steps To A Perfect Client Meeting

Having been on the road for the better part of the last six weeks, I believe I’m as qualified as anyone to write a post with that title.

1. Get clarity on agenda in advance. Share agenda day before meeting.
2. Be between five and ten minutes early. Have your materials ready.
3. Greet warmly. Ask something specific about family. Memory matters.
4. Ask how they’re tracking.
5. Go over agenda.
6. Work the agenda. Review obligations.
7. Answer questions as asked.
8. Listen quietly and completely. Make eye contact.
9. Have an opinion. Be honest.
10. Repeat steps 8 and 9 until agenda items are complete.
11. Get clarity on deliverables, assignments, and deadlines. If next meeting needs to be set, set it now!
12. Say goodbye. Get back to work.

That’s it. If you don’t have all those elements, your meetings need to be improved.