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Leading Client Meetings

Too many client meetings do more harm to a business’s brand than good because the professionals in attendance either aren’t prepared, aren’t synchronized, or simply don’t know how to prepare for, conduct, or review a professional business meeting.


In this module, you will learn how to prepare, conduct, and review a business meeting and you'll leave with a playbook to incorporate these practices into your own career.


Live training format

4 lessons


6 Hours completion time

After completing this course, you will be able to:

  • prepare yourself and your team for client meetings

  • incorporate customer-centric best practices to conducting your meetings

  • incrementally improve your performance by learning how to give and receive meeting feedback with your colleagues



Meeting Preparation

  • Setting SMART Meeting Objectives

  • Researching Individuals & Companies

  • Preparing Your Content

  • Preparing Your Team

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Kevin Legg


Opening & Closing The Meeting

  • The 4 Components Of A Meeting Opening

  • The 4 Components Of A Meeting Closing

  • Avoiding Common Mistakes When Opening & Closing Meetings

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Kevin Legg


Taking Meeting Notes

  • The SAGE Note-Taking System

  • Improving Your Note-Taking Speed & Accuracy

  • Processing Your Notes

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Kevin Legg


Reviewing The Meeting

  • Introduction To The 10-Minute Meeting Review

  • Reviewing Meeting Objectives

  • Reviewing Action Items & To Do's

  • The Mechanics-Content-Style Framework

  • Tracking Your Meeting Performance Over Time

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Kevin Legg

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