Sales Client Meeting Frequency Schedule
Sales Client Meeting Frequency Schedule
COMPANY INFORMATION
Company Name: [Your Company Name]
Created By: [Your Name]
CLIENT MEETING FREQUENCY TABLE
Objective: Strengthen client relationships and ensure regular communication.
|
CLIENT CATEGORY |
MEETING FREQUENCY |
MEETING PURPOSE |
ACCOUNT MANAGER |
NEXT MEETING DATE |
|
High-Value Clients |
Monthly |
Review account status, identify opportunities, and address concerns. |
[Name] |
[Month Day, Year] |
MEETING FORMAT
Location: [Virtual / On-site]
Meeting Duration: [0] hour
