You need to be logged in to see your course progress.

Steps to Use When Ending a Client Meeting


Effective Customer Meetings

POINTS

Complete the units, enroll in new courses, answer survey questions

By gaining points, you can win a personalised one on one coaching session

Complete the course to see how your learning has improved and gain 10 points

Answer the questions in each unit to generate your custom action plan and gain points

Collect points to be able to ask an expert any question you may have

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

Survey Questions

You cannot view this unit as you're not logged in yet.

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.

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.

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