Module 3: Overview

• Running an effective meeting:
• Always have a well-prepared agenda, and share it with the clients ahead of time.
• Start the meeting by asking for updates from the clients to understand their priorities.
• Highlight important client preferences or concerns during the meeting and in the notes.
• Maintain a steady pace during the meeting, adjusting if needed but avoiding being too slow.
• Recognize and respect decisions made by clients without questioning or revisiting them.
• Avoid going off-topic or getting into rabbit holes; move non-essential discussions offline.
• When CEOs are present, show respect and importance by giving them focused attention.