How To Run A Monthly Client Meeting

Conduct a monthly client meeting by setting a clear agenda, discussing progress and updates, addressing concerns, finding solutions to problems, and setting goals and expectations for the next month.

A monthly client meeting is a scheduled meeting between a business and its client that takes place on a regular basis, typically once a month. The purpose of the meeting is to review the progress of ongoing projects or services, discuss any challenges or concerns, provide updates on important matters, address client feedback or requests, and strengthen the relationship between the business and the client. These meetings offer an opportunity for effective communication, collaboration, and problem-solving to ensure that both parties are aligned and working towards shared goals.

What is the purpose of a Monthly Client Meeting?

Running a monthly client meeting as a leader allows for effective communication, relationship-building, and addressing any concerns or issues in a timely manner. It provides an opportunity to review progress, set goals, align expectations, and ensure everyone is on the same page, ultimately fostering trust and improving overall client satisfaction.

How To Run A Monthly Client Meeting: Step-By-Step


Step 1: Scheduling the Meeting

Reach out to the client to confirm the meeting details and find a convenient date and time. Utilize a reliable meeting platform or tool to set a timely reminder for both parties.

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Step 2: Setting the Agenda

In order to ensure a productive meeting, it is important to determine the specific points that will be discussed, such as project updates, critical issues, and future plans. Sharing this agenda with all meeting participants in advance will allow them to prepare and contribute effectively.

Our application, ZipDo, transforms your calendar by importing meetings into a collaborative environment designed for team interaction. Here, a collective meeting agenda is developed, encouraging input from all team members. This approach fosters better-prepared meetings, enhancing efficiency and easing the burden of meeting preparation and follow-up.

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Step 3: Preparing for the Meeting

Before the meeting, carefully review the notes from the last session to refresh your memory. Use this opportunity to gather any additional information you may need, and determine the appropriate actions to be taken according to the agenda.

With our app, ZipDo, we make preparing for team meetings easier for everyone involved. As a meeting lead, you can benefit from this since all information from previous sessions is stored centrally for recurring meetings. You’ll find both the meeting agendas and all meeting notes, significantly simplifying your preparation. This ensures that no important topics are overlooked.


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Step 4: Confirming Attendance

It is important to send a reminder to the client a day or two prior to the meeting, providing confirmation of their attendance, the meeting’s date and time, as well as a brief overview of the topics that will be discussed.

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Step 5: Conducting the Meeting

When beginning the meeting, warmly greet everyone. Stick to the planned agenda, cover all points, and maintain the designated time frame to ensure an efficient and productive discussion.

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Step 6: Listening and Responding Effectively

It is crucial to actively listen to the client’s thoughts, concerns, and suggestions. By doing so, you can respond in a skillful and respectful manner, ensuring effective communication and maintaining a professional relationship.

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Step 7: Offering Updates and Presentations

Share important updates about the company, services, or project and provide relevant presentations to support the topics discussed. Stay updated with the latest information and updates to make informed decisions.

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Step 8: Decision Making

Based on the discussion, we have decided to set new goals and adjust our strategies to align with the market trends. We will also be agreeing to new service terms to ensure customer satisfaction and increase our competitive advantage.

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Step 9: Summarizing the Meeting

Towards the end of the meeting, it is crucial to provide a concise summary of the key discussions, final decisions, and outline the subsequent actions to be implemented.

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Step 10: Closing the Meeting

Once all aspects have been thoroughly addressed and any uncertainties resolved, express gratitude to the client for their valuable time and proceed to conclude the meeting on a positive note.

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Step 11: Follow-up and Next Steps

After the meeting, it is crucial to ensure effective communication by promptly distributing meeting minutes to all participants. These minutes should encompass a comprehensive summary of the discussion, the decisions finalized, as well as the specific tasks assigned to each participant. It is also essential to schedule the next monthly meeting to maintain continuity and progress.

Questions to ask as the leader of the meeting

1. “How has our product/service been meeting your expectations?” – This question allows the leader to gather feedback on the client’s satisfaction level and identify areas for improvement.

2. “What challenges have you faced while using our product/service?” – By asking this question, the leader can gain insights into any pain points the client might have encountered, helping them address those issues and enhance the overall customer experience.

3. “Are there any upcoming projects or initiatives where we can support you further?” – This question shows the leader’s commitment to the client’s success, opening up opportunities for collaboration and expanding the relationship.

4. “How have our competitors been performing in comparison to us?” – By understanding the client’s perception of their competitors, the leader can identify any gaps in their own offering and work towards maintaining a competitive edge.

5. “Is there anything specific you would like to see from us in the future?” – This question allows the leader to gain insights into the client’s future needs or expectations, enabling them to tailor their products or services accordingly.

6. “Have you encountered any issues with our customer support or communication channels?” – Asking this question helps the leader address any customer service or communication gaps promptly, improving the overall client experience.

7. “What suggestions do you have for us to enhance our product/service offerings?” – Seeking suggestions from clients encourages open dialogue and fosters a sense of collaboration, allowing the leader to incorporate valuable feedback into their business strategy.

8. “How satisfied are you with our pricing structure and value for money?” – By gauging the client’s perception of the pricing and value they receive, the leader can determine if adjustments or clarifications should be made.

9. “Are you aware of any new industry trends or challenges that we should be prepared for?” – With this question, the leader can tap into the client’s industry knowledge, which contributes to staying ahead of the curve and adapting to industry changes.

10. “Is there anything else you would like to discuss during this meeting?” – This open-ended question gives the client an opportunity to bring up any additional topics of concern or importance, ensuring their needs are fully addressed.

Note: These questions are meant to serve as a starting point and can be adapted based on the specific industry, client, and the goals of the meeting.

When preparing a monthly-client-meeting agenda as a leader, it is important to establish clear goals and objectives. Start by reviewing previous meeting notes and identifying any unresolved issues. Prioritize key topics and allocate appropriate discussion time. Share the agenda with clients in advance to allow them to prepare and gather necessary information. Finally, ensure there is time allotted for client feedback and questions.

How To Prepare For A Monthly Client Meeting
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During the monthly client meetings, it is essential to discuss project updates, performance metrics, and upcoming goals. Additionally, addressing any concerns or challenges, sharing industry trends and insights, and seeking client feedback are key areas of discussion. Maintaining open communication, aligning expectations, and strategizing future initiatives are crucial for a successful partnership.

See Our Monthly Client Meeting Template
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Software tools to facilitate a Monthly Client Meeting

Software plays a crucial role in aiding leaders to efficiently run monthly client meetings. It allows for the seamless organization of meeting schedules, agendas, and client data. With software, leaders can easily track meeting progress, assign tasks, and share information in real-time, resulting in productive and successful client interactions.

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Popular Questions

What is the purpose of a monthly client meeting?

The purpose of a monthly client meeting is to discuss the progress of ongoing projects, address any concerns or questions, share updates, plan future strategies, and strengthen the relationship by ensuring the client that their needs are being considered and met.

Who should attend a monthly client meeting?

The attendees of a monthly client meeting might vary depending on the project or services, but usually, it includes the project manager, team lead, and key team members from the service provider side and the project stakeholders, decision-makers from the client side.

How should an agenda for a monthly client meeting be made?

An agenda should be created considering the major points to discuss during the meeting like project updates, achievements, issues faced, solutions implemented, feedback from the client, and future plans. It should be concise, clear, and should be shared with the attendees prior to the meeting.

How long should a monthly client meeting last?

The duration of a monthly client meeting can usually range from one to two hours. However, it can be more or less depending on the complexities of the project, the number of attendees, and the number of topics to be discussed.

What should be the outcome of a monthly client meeting?

The outcome of a monthly client meeting should be a clear understanding of the project progress, addressed concerns, agreed-upon next steps, and an overall sense of alignment and partnership between the client and the service provider. Also, minutes of the meeting should be shared with all attendees after the meeting.