Mastering Client Meetings

Learn how to effectively plan, lead and review a client meeting.

Too many client meetings do more harm to a business’s brand than good because the professionals involved either aren’t sufficiently prepared, synchronized, or clear on the objectives that will define the meeting’s success. In Mastering Client Meetings, we thoroughly examine the preparation, execution and review of a client meeting. You’ll leave this program with a system for conducting client meetings and a number of techniques that will help you improve your meeting performance over time.

This program is designed for anyone who is responsible for leading, or participating in, client meetings of any kind.

This program contains 4 modules, and delivery will be personalized to your business.



In this session, we explore what to prepare before every meeting, how to efficiently research individuals and companies, and how to structure your preparation in order to put yourself in a position to achieve the best outcome possible.



In this session, we break down the four components of effective openings and effective closings, and discuss how to avoid the common mistakes that professionals make in these two critical phases of the meeting.



In this session, we introduce SAGE Notes, a system designed for taking notes during client meetings, to improve your overall note-taking speed and accuracy, and share best practices for processing your notes to ensure they remain referenceable long after the meeting finishes.



In this session, we talk about why reviewing every client meeting is so important for your professional development. Then we introduce the 10-Minute Meeting Review, a 5-step system for reviewing every client meeting, to help you standardize the way you and your team analyze your meeting performance.

We'll deliver in any format you need.


On-site training is delivered with small group exercises and a  number of customized hands-on activities.


Remote training is delivered live over Zoom with individual exercises and activities curated to increase engagement.


This program is available for on-demand licensing, which can be used to train new staff or as a reinforcement tool.



SAGE genuinely cares for their clients, which is something you don't often find in the cut-throat world of sales. Making the extra effort to reach out and coach me during their off-days set them apart from the rest of the industry!

Vanga Ganasan

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