Free Sales Client Meeting Frequency Schedule Template

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

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