To ensure productive and strategic weekly client calls, follow this structured approach:
Before the Call:
Prepare Deliverables:
Submit deliverables in advance so the client has time to review and provide feedback.
Present the deliverables effectively. Refer to these examples:
Set an Agenda:
Outline key topics to discuss, including updates, feedback, next steps, and any new opportunities.
Review Missing Items:
Identify any required materials or feedback the client hasn’t provided, so you can request them during the call.
During the Call:
Present Deliverables Clearly:
Walk the client through the deliverable and its context.
Use visual aids or examples if necessary.
Collect Feedback:
Address feedback on submitted deliverables.
If the client hasn’t provided feedback beforehand, ensure they share it during the call.
Ask Probing Questions:
Gain a broader perspective on how the deliverables align with their needs and expectations.
Suggest New Initiatives:
Be a strategic partner by proposing additional projects, expanding the current scope, or introducing new ideas based on feedback.
Clarify Timelines and Next Steps:
Present the updated project timeline and highlight next steps.
Communicate when the next deliverable is due and when feedback is required to stay on track.
After the Call:
Leverage Positive Feedback:
Use momentum from positive feedback to solidify client trust and suggest further opportunities for collaboration.
Document the Call:
Record all client calls for future reference and legal purposes.
Update notes on the call.
By following this organized approach, you can maximize the effectiveness of your weekly client calls and build a stronger partnership.