Preparing a Client Meeting Agenda

Source: Capstone Connection

Following are excerpts from an article by Jean Caragher, president of Capstone Marketing, www.capstonemarketing.com.

Client meetings are the most effective way to gauge satisfaction and enhance relationships. Here are some tips for conducting these meetings:

• The meeting should be conducted by the managing partner or a partner who doesn’t work on the engagement.
• Select five to ten clients of each partner.
• Meet with every client every two to three years.
• Questions to ask:
  • Do you feel like a valued client of our firm?
  • How has the economy impacted your business?
  • What areas have you identified to cut costs?
  • Which vendor relationships can be renegotiated?
  • When was the last time you reviewed your business and personal insurance policies?
  • What is the ROI of your marketing/advertising program?
  • How satisfied are you with our service? In what areas can we improve?
  • What is the most important contribution that we can make to you and your company?

For the complete article, including more questions to ask, click here.

From Capstone Connection, January 27, 2009, www.capstonemarketing.com.