Review Client Information

• Yes

• No

Set Clear Objectives

• Yes

• No

Prepare Meeting Agenda

• Yes

• No

Test Technology (internet, video conferencing tools, etc.)

• Yes

• No

Prepare Necessary Documents/Reports

• Yes

• No

Introduce Yourself and Team

• Yes

• No

Understand Client Expectations

• Yes

• No

Discuss Communication Preferences

• Yes

• No

Agree on Meeting Frequency and Availability

• Yes

• No

Maintain Regular Communication (via email, video calls, etc.)

• Yes

• No

Listen Actively

• Yes

• No

Address Concerns Promptly

• Yes

• No

Share Progress Reports

• Yes

• No

Collaborate Using Shared Tools (Google Drive, project management tools, etc.)

• Yes

• No

Review Meeting Notes

• Yes

• No

Monitor Client Satisfaction

• Yes

• No

Resolve Issues Proactively

• Yes

• No

Adjust Approach as Needed

• Yes

• No

Summarize Outcomes (completed work, pending tasks, etc.)

• Yes

• No

Request Final Feedback

• Yes

• No

Evaluate Client Relationship

• Yes

• No

Maintain Ongoing Communication

• Yes

• No