The revenue that you will get from the clients is what keeps your company afloat. Therefore, the meetings that you will conduct with the clients really matter to maximize this revenue. The thing is meeting your client for the first time can be quite stressful and uncomfortable. However, by outlining a client meeting agenda, you can properly organize it and lessen the unwanted feeling that you may experience. In this article, you will learn more about it.

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FREE 10+ Client Meeting Agenda Samples

Create your meeting agenda smoothly by using the client meeting agenda examples that we have gathered in this section.

1. Free Simple Meeting Agenda Template

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2. Free Sample Meeting Agenda Template

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3. Free Meeting Agenda Template

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Size: A4 & US

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4. New Client Meeting Agenda Sample

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5. Client Meeting Protocol Template

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6. Client Annual Board Meeting Agenda

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7. New Client Meeting Agenda Template

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8. Printable Client Meeting Agenda Template

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9. Sample Board Meeting Agenda

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10. General Client Meeting Agenda

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11. Sample Agenda for Planning Clients

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What Is a Client Meeting Agenda?

To answer that question, let’s discuss what a client meeting is. A client meeting is an event that can allow your business to create and further the relationship with your clients to achieve common goals. To ensure that the meeting goes smoothly and productive, you will need to prepare a client meeting agenda where you can outline the list of topics that you need to discuss during the event.

How To Create a Client Meeting Agenda

In 2019, the real estate industry had $493.3 billion US dollars revenue estimates. More than half of this number comes from the real estate lessors. What’s in it for you? If you intend to earn more in this industry, you need to create a smart client meeting agenda that will address the things that you need to achieve your business goals. Do it by following the steps below in creating a client meeting agenda.

Step 1: Establish Your Meeting Goals

You are going to conduct a client meeting because you want to achieve a particular goal. To achieve this goal, make it your starting point in creating your client meeting agenda. Note, though, that you cannot address all the business goals in a single meeting. List down the goals that you intend, and you can address in this particular meeting. You can check our article about sample goal setting to get an insight on how to do it properly.

Step 2: Solicit Inputs

Before you set a schedule for a meeting, you can inform the clients over the phone or email on what to expect during the meeting. You can also ask for items that they want to add. By doing this, you can effectively maintain their engagement and fulfill their needs.

Step 3: Gather the Topics That You Intend to Discuss

With the information that you have gathered in the previous steps, formulate and write down the questions or topics that are relevant to the goals that you are aiming for. We recommend that you introduce these topics in a question form. By doing so, you can make your clients more engaged since it allows them to formulate thoughts in their minds in connection to the question that you introduced.

Step 4: Write Down the Purpose of Each Item

Your topic can be in different aspects of a business, such as financial planning, talent recruitment, product development, etc. To ensure that your audience can relate to the topic, do not forget to include the purpose of each meeting agenda item.

Step 5: Estimate the Time-frame To Cover Each Item

If you fail to direct the meeting accordingly, it may take more time than necessary. Therefore, you have to anticipate the details of each topic that you are going to discuss. Meeting attendees may want to say something. Consequently, it will be best if you allocate ample time to address these interruptions.

Step 6: Assign People for Each Topic

You don’t have to do all the work. It will be a big help if you are working with a team. By distributing each topic to different a member, your team will have enough time to conduct research and focus on a specific topic, allowing them to craft the issues more effectively. Aside from that, you can assign each subject to the people who are really good in a particular aspect. One member may be good discussing with the customer service team meeting, but not with the production performance review meeting. One may also be great with commercial construction meetings, but not with medical office meetings. By doing this meeting technique, you can show to the audience that your team is very knowledgeable about every aspect of the business and that you are coming prepared.

Step 7: Ask Feedback

There should always be room for improvement. At the end of the meeting, it is essential to provide the attendees with a feedback form. In this way, your team will know what the audience thinks about the meeting session. It will provide you with opportunities to improve certain areas of the meeting. You can also create a meeting checklist to ensure that you will not forget such action, especially if you are conducting your very first client meeting or hosting a meeting with a new client.

FAQ’s

What are the contents of a formal client meeting agenda format?

If it is your first time creating a client sales meeting agenda and client kickoff meeting agenda, it is crucial to remember what content to include in your client meeting agenda. To create a well-crafted client meeting agenda, don’t forget to include a header and a list of agenda items. A meeting header consists of the starting and ending date and time of a meeting, location, purpose, list of attendees

What are the steps involved in conducting a client meeting?

It would take a whole article to discuss how to conduct a client meeting, may it be a monthly discussion of the project performance review or an initial client interview. However, it may include steps such as researching, preparing the venue and the materials, dressing appropriately, setting an agenda, coming on time, leading and listening to the audience, taking notes, and following up with the parked questions.

Why should you use a client meeting agenda?

There are several types of meeting agenda that you can find online, which you can use for various purposes. However, if you don’t have the luxury of overhauling an existing multi-purpose meeting agenda template, using a client meeting agenda template will save you more time and energy. This specific meeting agenda may come with predefined items that only need a few edits to complete.

The money you earn is what keeps your company going, and conducting a client meeting is a big step to ensure that your company does. By reading this article, you have realized that you can actually make this business process easier than you can imagine.

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