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
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Schedule meeting at least 72 hours in advance if possible
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Ask each participant to submit the topic they wish to discuss when scheduling the meeting
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Propose a secondary meeting time
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Confirm if the meeting is in person or over the phone
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Send out Event calendar or uberconference if needed
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Remind attendee the meeting 8 hours in advance
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Compose an agenda to send out with the reminder
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Consider each participant desired topics
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Consider the time restrain for the meeting
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Prepare for the meeting 30 minutes in advance
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Arrive on time or early
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Prepare Meeting Note Google doc
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Print out the agenda
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Let’s meet!
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