Schedule Client Meeting
Complete step-by-step checklist to schedule client meeting covering coordinate client calendar and prepare client file updates, and essential action items.
Coordinate client calendar
Ask client for preferred time slots to meet
Prepare client file updates
Review client history and current account goals
Draft proposal slides
Prepare clear slides detailing project updates or offers
Send calendar appointment
Send invite with video link or restaurant address details
Verify technical tools
Ensure screenshare, video, and slides load smoothly
Book quiet lunch restaurant
Reserve a corner table if hosting lunch meeting
Plan client gift brochures
Prepare print summaries or gifts to give at meeting
Verify billing invoicing logs
Have invoice logs ready in case client asks about costs
Follow up on action items
Send contract or next steps email within 12 hours
File meeting recap notes
Save client meeting details in CRM database folder