Effective Preparation and Follow-up to Client Meetings | Middlesex University London
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    Effective Preparation and Follow-up to Client Meetings

    How many meetings with clients have you been to that were aimless, unstructured and poorly planned? If you're like most professionals, probably quite a few.

    The problem is particularly acute when it comes to business development meetings: your first few meetings with a potential client when you and they are trying to figure out whether you should work together. Make a judgement error at this point and the relationship is over before it's begun. Yet many professionals try to "wing it" with little preparation and only vague objectives for the meeting such as "get to know each other" or "find out their issues".

    Effective meetings do not happen automatically. Planning the design, preparation, the equipment needed and who needs to be involved is critical to a meeting's success.

    Course content

    • The ten key ways to run a successful meeting
    • Prepare/conduct and follow up on meetings
    • Plan/promote and organise a conference
    • Coordinate conference proceedings
    • Follow up conference proceedings

    Learning outcomes

    By the end of the session delegates will:

    • Understand best practice approaches in preparing for initial or ongoing client meetings and effective methods for follow-up
    • Be equipped with knowledge and skills to apply new or revised processes and procedures within own organisation

    Progression routes

    This workshop is part of the Management Series. Other workshops include:

    • Advanced selling skills
    • Effective preparation and follow up of client meetings
    • Excellence in customer service
    • Key account management
    • Marketing
    • Maximising fund raising opportunities
    • Maximising social media impact
    • Networking successfully
    • Writing a sales strategy

    Completion of four of the workshops in the series and a Work Based Learning Report will provide an opportunity to receive a Middlesex University Certificate in Personal and Professional Development NQF Level 4, 5, 6 or 7.

    For further information contact the Corporate Engagement Team: 020 8411 5050 or corporate@mdx.ac.uk

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