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HTML Preview Agenda For Client Meeting page number 1.


1-Page Tool
To: Date:
From:
Subject:
Preamble
Our Objective for a Meeting
Our Current Understanding of Your Situation
Questions to be discussed during the meeting
Our Questions for You
About our Capabilities
Your Questions for Us
Other Areas of Interest to You
Next Action Steps & Timetable
Who? What?
1.
2.
3.
4.
5.
Your Clients’ Shoes – The Shoes that Matter!
[Source: adapted from 'Stop Selling & Do Something Valuable' , Steve Walmsley, (2007)]
When?
Client Meeting Agenda Template
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