Practice Management Client Meeting Resource Toolkit

(Electronic Download)

This resource package is designed to help you and your team structure a simple process for client meetings to help increase efficiency, ensure that client meetings run like clockwork, and deliver an excellent client experience. This resource provides the following tools to implement client meeting consistency and effectiveness:

• Sample Client Meeting Process
• Sample Email/Letter Content to Schedule and Confirm Appointments
• Sample Meeting Agendas
• Sample Checklists to Prepare for and Conduct Meetings
• Planning Services Roadmap
• Organic Growth Opportunity Form Template
• Client Discovery Form Template with Task Assignments/Ownership
• Sample Letters to Follow Up on Client Meeting