Scheduling Meetings With Clients
Learn how to effectively schedule meetings with clients, set locations, share agendas, and prepare for and follow up on your meetings.
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Creating a Meeting
1
Start a New Meeting
2
Select Meeting Type
3
Add Attendees
4
Set Location
5
Create an Agenda (Recommended)
6
Attach Documents
7
Send Invitations
Video Call Tip
Meeting Preparation
Preparation Steps
1
Review Contact History
2
Check Preparation Checklist
3
Prepare Presentation Materials
4
Set Reminders
During the Meeting
Meeting Tools
1
Take Quick notes
2
Follow the Agenda
3
Share Your Screen
4
Schedule Next Steps
Privacy Warning
Meeting Follow-up
Follow-up Steps
1
Mark as Completed and Summarize
2
Send Follow-up Email
3
Create Follow-up Tasks
4
Update Deal Status
Follow-up Timing
Frequently Asked Questions
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