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


3 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


The Pre-Meeting Prep

  • Preparing Yourself

  • Preparing Your Team

  • Setting SMART Meeting Objectives


Kevin Legg

Conducting The Meeting

  • Opening The Meeting

  • Redirecting & Resetting

  • Closing The Meeting


Kevin Legg

Taking Meeting Notes

  • Note-Taking Etiquette

  • How To Take Notes

  • Knowledge Capture


Kevin Legg

Post-Meeting Debrief

  • The Importance Of Giving & Receiving Feedback

  • MechanicsStyle, Content Feedback Framework


Kevin Legg