Steps to Use When Ending a Client Meeting

Effective Customer Meetings

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Course Modules

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Module 1	Effective Customer Meetings
Unit 1	Effective Customer Meetings Pretest
Unit 2	Effective Face-to-Face Customer Meetings
Unit 3	Elements that Impact your Communication
Unit 4	Tips for Better Body Language
Unit 5	Tips to Use at the Start of Business Meetings
Unit 6	The Best Way to Uncover Client Needs
Unit 7	3 Steps to Demonstrate an Understanding of Client Needs
Unit 8	Steps to Use When Ending a Client Meeting
Unit 9	Effective Customer Meetings Posttest

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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

Build Your Action Plan

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Transcript

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.

Case Study

Before leaving the meeting John makes sure that he summarizes the needs and the solutions that he has for these needs. He also suggests next steps to be done after the meeting and gets confirmation from the client that she agrees on these next steps.

Quotes

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