5 Ways to conduct a client review meeting
Reading time: 4 min.
1. Set clear objectives

1.1 Any meeting (both internal and external) includes synchronization and discussion of concrete solutions to specific problems; review meeting is no exception.

1.2 In order not to turn your review meeting with a client into a mutual waste of time, pay close attention to the purpose of your meeting; what are the goals of your meeting? What solutions to what client problems do you plan to discuss? What value are you planning to provide to the client?

1.3 Create a clear and understandable agenda and share it with the client. Make sure he studies it and clearly understands what the meeting is for.

2. Do your homework

2.1 Develop a plan and duration for the review meeting. Be respectful of the client's time and your time, and use meeting time as efficiently as possible; take care of every second.

2.2 Prepare thoroughly for the review meeting; please don't leave any empty spaces for improvisation and freestyle.

2.3 Add your questions to the agenda in advance and ask the client to add theirs, so that when you meet, you have prepared answers and discussed specific solutions, rather than being in the stage of formulating questions.

3. Follow a structure

3.1 After planning, the next important step is to conduct the review meeting properly. Stay the course, follow the plan, remember that you are the owner of the process, and your task is to lead the meeting so that it brings maximum value to the client.

3.2 No matter how high the temptation may be during a meeting to go into improvisation and freestyle (for example, the client takes you away from the thread of the meeting with his questions), try not to do this. Be professional, respectful, honest, caring and grateful; emphasize that you are protecting the client's interests, so it is important to stick to the meeting plan.

4. Engage your client

4.1 The review meeting should not be boring, but carry a positive charge, mood, and arouse interest; the important point is that all this should be thought out and planned at the preparation stage.

4.2 A professional approach means a lot of homework + proper execution during the meeting. Remember that in most cases, it's not what you say that matters, but how you say it.

5. Follow up promptly

5.1 Be professional, respectful, caring, grateful, and self-sufficient during follow up.

5.2 Please do not go to extremes: a complete lack of follow up, as well as excessive importunity towards the client, rarely lead to a good result. Find the balance that creates the best conditions for strengthening your relationship.

Key points

1. Please remember the importance of preparation, don't rely on freestyle and improvisation; respect the client's time and your time.

2. Formulate a clear agenda, share with the client, make sure that he clearly understands the purpose of the meeting.

3. A good approach is to ask and receive key questions in advance so that specific solutions can be discussed at the meeting.

4. During the meeting, stick to the plan - take care of the client's interests.

5. Follow up.

Good luck!
Methodologist of Guidbase
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