Template

Client meeting: collect more feedback, gain impact in your presentation and co-construct the action plan

A ready to use template to start working with your team immediately
PRO

Sales meeting

Level
In-person
Remote
Reading time:
min(s).
Published on
11/8/2020
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With the Client Meeting template, facilitate the interaction with your customers and capitalize on your exchanges, while keeping track of all your discussions.

Identifying client needs, presenting your product and following up the sale: these are the 3 key stages in a sales meeting, here made available in a visually attractive work space! The Client Meeting template is both a meeting room and a place to share ideas. It shows how visualizing information and issues can lead to improved efficiency, better feedback, more accurate recording of exchanges, with the client's full approval.

Visual management to deliver greater efficiency during your business meetings

With the Client Meeting template, carry out and facilitate your meeting from a single visual space: engage your client at each step, from the discovery of the needs to the co-construction of an action plan. During the exchanges, formalize the key ideas in real time. Choose among your presentation boards, videos, price list, offer catalog, whatever you want to highlight. Naturally define with your customer the next actions with agility. And the result is? Gain in efficiency and fluidity during your meetings.

Whatever the topic, you and your clients can come back to this shared space anytime to check any information you need.

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