The Happy Clients Podcast

10. Five Steps to Running An Efficient Client Meeting


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A big part of building this relationship with clients is in meetings— whether it's the kick-off call, a bi-weekly catch-up meeting, or a monthly strategy call.

The biggest part of our role is to be the friendly face of the agency and be a cheerleader to the client. At the end of the day, clients want to feel heard, and they want to feel that they're your only client. If you, the agency owner, are still in that client-facing role, cool! Or if someone on your team is the person facilitating these meetings, even better.

In this episode, we're going to drop some of our key tips to leading an excellent client-facing meeting.


  1. Opening up the meeting, small talk
  2. Taking control
  3. Agenda
  4. Wrap-up
  5. Follow-up
  6. Important Links: 

    Checklist: www.dotandcompany.co/checklist

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    The Happy Clients PodcastBy DOT & Company