Guide to Client Service: Volume I, ConsultingChapter six

3 Tips For Effective Status Meetings

Have you ever checked in with your client to see if they’re getting value from your regularly scheduled status meetings?

Have you thought about how you could provide more value and be more engaging during those meetings by going beyond a checklist of deliverables and updates?

A client once requested that we move any topics outside of our weekly status that can be answered in an email (see: know when to email vs. talk on a call). Instead, they asked us to put together an alternative agenda to leave more time to brainstorm and provide more thoughtful insights.

Here are a few ways to get a bit more out of status calls:

Focus Only on Priorities

Start the call with a discussion around the clients’ priorities. Priorities are almost guaranteed to be shifting constantly, and it’s important to touch base on what’s changing within their organization in the near future. Keep in mind that they may forget to update you if and as priorities shift, so it’s always a good idea to check in.

After understanding their priorities, do any of your priorities need to shift? Make sure the entire team is in alignment.

Get Strategic

Reserve one call per month for strategic conversations and brainstorming. Once you’ve gotten into a rhythm of keeping the client in the know about the day-to-day operations and work being done, utilize that freedom to your advantage. Talk about what’s happening with their business, inspirational work from others, what’s happening in their industry, and more!

Use Your Time Wisely

If you constantly find yourself going over the same list of status items that are “in progress” on every call, simply don’t dedicate time to them during the meeting. Leave those status updates at the bottom of your agenda as a reminder so they don’t fall off the radar, but if the item is not a priority and there’s no new updates to share, there’s no need to speak about it on the call. Spending time on those topics use up precious time simply to share an update that there is no update!

 

Reshaping your regularly scheduled conversations shows you put thought and care into an oft “autopilot” part of working with clients. You’ll be surprised at the positive changes and growth that occurs once you free up time to talk about priority items instead of mundane status updates.