Meeting Scheduling Manual
Effective meeting scheduling can help build client relationship. Therefore, below are the guidelines we should take to schedule a meeting with the clients.
Roles
Account Executive
Director
Schedule meeting at least 72 hours in advance if possible
Ask each participant to submit the topic they wish to discuss when scheduling the meeting
Propose a secondary meeting time
Confirm if the meeting is in person or over the phone
Send out Event calendar or uberconference if needed
Remind attendee the meeting 8 hours in advance
Compose an agenda to send out with the reminder
Consider each participant desired topics
Consider the time restrain for the meeting
Prepare for the meeting 30 minutes in advance
Arrive on time or early
Prepare Meeting Note Google doc
Print out the agenda
Let’s meet!
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