Monthly Client Meeting
Welcome and Introduction
Briefly welcome the client and introduce any new team members.
Manager
Review of Previous Meeting
Briefly review the action items and decisions from the previous meeting.
Manager
Account review
Discuss project progress, milestones reached, and overall satisfaction.
Manager
Key performance indicators (KPIs)
Analyze KPIs and metrics to track the success of ongoing projects and initiatives.
Manager
Feedback on deliverables
Discuss any client feedback on recently completed work and identify any revisions needed.
Both
Challenges and solutions
Identify challenges faced by you or the client and propose solutions.
Both
New opportunities
Explore new opportunities for collaboration or discuss potential upselling and cross-selling strategies
Manager
Budget and resource update
Review financial forecasts, resource allocation, and how the budget is being utilized for this project
Manager
Next steps and timeline
Establish clear next steps, assign responsibilities, and set realistic timelines for upcoming deliverables.
Manager
Q&A
Open floor for the client to ask any questions they have.
Manager
Monthly Client Meeting
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The summaries are better than I could write on my own and they pick up on details I would not even have mentioned in my previous notes.
Eric.ai has improved my working day significantly. It saves me time, money and the stress of keeping everything in order with pen and paper.
Meeting notes are well written, concise but more informative than any others I've used. The set up is easy and efficient.
I use Eric.ai in all my calls with clients as a grant writer and it is really helpful to not have to worry about taking notes when clients are talking about technically innovative things.
The meeting transcriptions are extremely useful offering a really good overview of actions recorded during the meeting.
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