The opening (5 minutes)
Say hello! Catch up and see how things are going with the client
Things that are going well (10 minutes)
Celebrate the big wins or milestones to start off on a positive note
Areas of improvement (10 minutes)
Discuss the changes we will be making to improve, tweak, or adjust for the better.
What’s next? (5 minutes)
Talk about future plans or goals. Always look for something new or ways to move the business.
Keep in mind:
- If they are doing well: Ask for a review, case study, or referral
- If things are going OKAY: Dive deep and see how we can turn that frown upside down
- If it’s not going well: Be clear, relatable, and get to the bottom of the issue, so we can solve it