Schedule and Coordinate Client Meetings in 5 Easy Steps

Are you struggling to schedule and coordinate client meetings? Are you wasting valuable time trying to track down availability and coordinating schedules? If so, then you need to check out our five easy steps for scheduling and coordinating client meetings! With these simple tips, you’ll be able to save time and energy while making sure that your clients always have a meeting that works for them!

Schedule and Coordinate Client Meetings in 5 Easy Steps

Scheduling and coordinating client meetings doesn’t have to be a hassle! By following our five easy steps, you can make sure that your clients are always happy with their meeting schedule:

Step One: Find a Meeting Time that Works for Everyone

The first step to scheduling and coordinating client meetings is to find a time that works for everyone. This may seem like an impossible task, but there are a few ways to make it easier. First, try to schedule meetings during normal business hours whenever possible. This will make it easier for clients who have busy schedules to attend. Additionally, you can use online tools like Doodle or Calendarwiz to find potential meeting times and send out a poll to your clients. Once you’ve found a time that works for everyone, you can move on to step two!

Step Two: Schedule the Meeting in a Centralized Location

The second step to scheduling and coordinating client meetings is to schedule the meeting in a centralized location. This will make it easier for everyone to find the meeting room and will minimize the amount of time spent walking from one end of the office to the other. Additionally, you can use online tools like Google Maps or MapQuest to help clients find your office. Once you’ve scheduled the meeting in a central location, you can move on to step three!

Step Three: Send Out Reminders Prior to the Meeting

The third step to scheduling and coordinating client meetings is to send out reminders prior to the meeting. This will ensure that everyone is on time and prepared for the meeting. Additionally, you can use online tools like Google Calendar or Outlook to send out automatic reminders to your clients. Once you’ve sent out reminders, you can move on to step four!

Step Four: Start the Meeting on Time

The fourth step to scheduling and coordinating client meetings is to start the meeting on time. This may seem like a no-brainer, but it’s important to be punctual in order to show your clients that you value their time. Additionally, you can use online tools like GoToMeeting or WebEx to help with starting and running the meeting. Once the meeting is underway, you can move on to step five!

Step Five: Follow Up After the Meeting

The fifth and final step to scheduling and coordinating client meetings is to follow up after the meeting. This will ensure that your clients are satisfied with the meeting and that their needs were met. Additionally, you can use online tools like Salesforce or Highrise to track meeting notes and follow-up items. By following these five easy steps, you can schedule and coordinate client meetings like a pro!

Do you have any tips for scheduling and coordinating client meetings? Share them in the comments below!