How to Lead a Successful Virtual Client Meeting

How to Lead a Successful Virtual Client Meeting

Tips for an Effective Virtual Client Meeting

The way we meet with clients has also taken a turn this year. 2020 has been the year where business truly harnessed the power of everything virtual and digital, including virtual client meetings.

Virtual client meetings provide you and your clients or prospects the opportunity to meet in a more comfortable and safe setting while also gaining flexibility and saving valuable time that you’d typically spend transporting to your meeting location.

There are many benefits to holding your client meetings virtually. Here are some tips to help you make the most of them:

Share the Agenda

Every meeting has a purpose. Prepare a quick schedule and share it with your customer or prospect to set expectations for the call and ensure they know what is on the agenda. Schedule the first reminder to happen a day before the meeting, so you have time to reschedule in case something comes up.

Be Prepared to Offer a Positive Call Experience

Have a great meeting from the comfort of your home. Take some time before the call to check your connection. Also, make sure your sounds and video settings are working as expected and that your surroundings are appropriate for the video conference.

Pretend You’re Having a Face-to-Face Meeting

Prepare for your virtual meeting the same way you would prepare for a meeting in person. You’ll want your office or meeting area to be clean. Wear professional and comfortable clothes, and close other non-client meeting-related windows and apps on your computer to ensure you have a distraction-free environment for your video call.

Make It Personal

When you replace face-to-face meetings with virtual meetings, you want to make sure your camera is on. That helps you engage your clients and make the call feel more personal and comfortable.

Follow Up Within 24 - 48 hrs

Even if there are no pending action items, you can still follow up within a day or two of your virtual call. Take a moment to say thank you and provide a summary of the call. If there are any open action items, share them via email and let your client or prospect know what to expect next.