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Steps to Use When Ending a Client Meeting


Effective Customer Meetings

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Unit Video

Unit Summary

The 3 steps to use when ending a client meeting:
  • Review previously accepted benefits
  • Propose next steps for you and customer
  • Check for acceptance

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Build Your Action Plan

In this video you will learn about how to conclude a meeting successfully.
It’s critical that we walk out of a meeting with a positive impression and a clear action plan for the way forward.
Here are 3 steps to use when ending a client meeting:
  • Review previously accepted benefits about your solution which were identified in the meeting
  • Propose next steps for you and customer with a clear action plan and timelines
  • Check for acceptance by asking: how does that sound?
As you return to your desk, plan to send a summary email outlining the above to confirm that no one forgets what was agreed on.

If you are not emotionally involved, your client is not getting your best effort. Joe Jamail