Why Our Meeting Scripts Will WOW Your Clients
As dedicated Client Account Managers for Digital Marketing Agencies, our goal at DOT & Company is to make your clients happy and perfect the client experience at the agency. It’s our bread n’ butta!
We want our clients to feel like they’re our only clients. After countless introductions and calls with new and existing clients, we have created a perfect recipe for knocking your client’s socks off. Introducing DOT’s magic potion-- er, Meeting Scripts!
Our meeting agenda will give you the confidence to crush those introductory and check-in calls with your clients. Say hello to less prep time and streamlined communication.
So… How do you run a successful client meeting?
Casual Hellos: We always recommend showing up to your meeting at least three minutes early. This provides some time for small talk that will make your clients feel the love and that you prioritize their time. Because, well, you do!
Introduce your team: During a meeting introduction or onboarding call, it’s so important to tell your client the high level you intend to take care of them. Introduce yourself and your team, and make sure to set boundaries with your client around when you will be available to them.
Organize your meeting with some key points: Before your meeting, set aside some time to map out an agenda of everything you’re going to talk about with your client. Start your agenda with the most important and positive takeaways you want them to know. If you are delivering some bad news, give them a full summary of what may be going wrong instead of diving right into metrics. Hint: Our Meeting Scripts include 5-star agenda templates!
Drive home the most important takeaways: Let your clients know next steps, and give a proposed timeline. Ensure you’re all on the same page around the following actions items, and get moooovin’. Make sure to set up a time for a meeting-follow up with your client!
A few more tips and tricks to WOW your clients:
Book off 15 minutes before every meeting with your client to go over the agenda and important information you need to crush the call. Get in the zone!
(Arguably just as important) Book 15-30 minutes after your meeting to gather notes, items, and a follow-up to your clients that goes over next steps.
Set up tasks in your project management software as a reminder to yourself to Get. It. Done.
Want to know more?
Our Meeting Scripts are essential to those in client-facing roles. Want to have that perfect meeting flow? Click here to purchase our Meeting Scripts now and start crushing those meetings with confidence + ease! Not to mention saving time in your day to get organized, it’s a total win-win. We can’t wait to celebrate your success with you! ✨
Until next time,
Taylor