Client Review Meeting

Practical Sales Training™   > How To Keep Your Clients Happy > Client Review Meeting

 

 

 

What is it?

Client Review Meetings are a deliberate effort to ensure the relationship between buyer and seller remains harmonious.

 

Why does it work?

It works because often we feel that such meetings are the reserve of larger companies only. The reality is any company can utilise a more formal approach to keeping buyers happy.

By offering to book regular review meetings with your clients (if appropriate to your offering) you are not only demonstrating confidence, certainty and expertise,  but also respect for the client and a genuine care to deliver the best result possible.

Client review meetings help to limit potential buyer risk and ensure that everything is measured and managed accordingly.

 

How can you use it?

Depending on your offering, offering regular, pre-booked client review meetings can really strengthen your relationships with your buyers. Making them a default part of your offering will further ensure they take place and that you benefit from them.

Hypothetical Example:

A digital marketing agency notices that some clients start to feel disconnected after a few months of working together, even when the results are good. To fix this, they introduce quarterly client review meetings as a standard part of their service.

During these meetings, they:

  • Share performance reports and highlight wins.

  • Ask for client feedback and address any concerns.

  • Present fresh ideas for the next quarter.

One client, who was considering switching agencies, decides to stay because these review sessions make them feel valued and informed – they can see progress and trust that the agency is proactively managing their success.

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