Sales Client Meeting Checklist ( SALESANDMARKETING )

This checklist ensures that all necessary preparations are made and key topics are covered before, during, and after client meetings to optimize engagement and outcomes.

• Schedule the Meeting

  Confirm the date and time with the client, ensuring that it fits into both parties' schedules.

• Prepare Agenda

  Draft a clear agenda that outlines the topics to be discussed during the meeting.

• Gather Relevant Materials

  Collect all necessary documents, reports, and presentations that will support the meeting discussions.

• Review Client Background

  Familiarize yourself with the client's history, needs, and previous interactions to tailor the meeting effectively.

• Set Up Meeting Environment

  Ensure the meeting space is prepared, whether in person or virtual, with necessary technology functioning properly.

• Take Notes During the Meeting

  Document key points, decisions made, and action items for follow-up after the meeting.

• Follow-Up After the Meeting

  Send a thank-you email to the client summarizing the meeting and outlining next steps.