Akssha Tech: Client Meeting Checklist

Pre-Meeting Preparation

Documents to Prepare

  • [ ] Company Profile (PDF)
  • [ ] Service Overview (PDF)
  • [ ] Client Proposal Template (customized for prospect)
  • [ ] Case Study Examples (PDF)
  • [ ] Pricing Guide (PDF)
  • [ ] Presentation slides (ready to present)
  • [ ] Business cards and branded materials

Research & Discovery

  • [ ] Research prospect's business and industry
  • [ ] Review their current website and digital presence
  • [ ] Identify their main competitors
  • [ ] Prepare relevant case studies from similar industries
  • [ ] Prepare questions about their goals and challenges

Technical Setup

  • [ ] Test presentation equipment
  • [ ] Ensure stable internet connection
  • [ ] Have backup copies of all materials
  • [ ] Prepare laptop/tablet for demonstration

During the Meeting

Introduction (5-10 minutes)

  • [ ] Welcome and introductions
  • [ ] Present company overview
  • [ ] Establish meeting agenda and timeline

Discovery Phase (15-20 minutes)

  • [ ] Ask about their business goals
  • [ ] Understand their current marketing efforts
  • [ ] Identify pain points and challenges
  • [ ] Discuss target audience and market
  • [ ] Determine budget range and timeline

Presentation Phase (20-30 minutes)

  • [ ] Present Akssha Tech services overview
  • [ ] Show relevant case studies
  • [ ] Demonstrate our process and approach
  • [ ] Present pricing packages
  • [ ] Address questions and concerns

Next Steps (5-10 minutes)

  • [ ] Summarize key discussion points
  • [ ] Outline proposed next steps
  • [ ] Schedule follow-up meeting
  • [ ] Exchange contact information
  • [ ] Provide take-away materials

Post-Meeting Follow-up

Immediate Actions (Within 24 hours)

  • [ ] Send thank you email
  • [ ] Provide promised additional information
  • [ ] Send meeting summary and next steps
  • [ ] Add prospect to CRM system

Proposal Development (Within 48-72 hours)

  • [ ] Customize proposal based on meeting discussion
  • [ ] Include specific recommendations
  • [ ] Provide detailed timeline and deliverables
  • [ ] Send formal proposal document

Follow-up Schedule

  • [ ] Schedule follow-up call/meeting
  • [ ] Set reminders for proposal review
  • [ ] Plan nurturing sequence if not ready to proceed
  • [ ] Update team on meeting outcomes

Key Questions to Ask

Business Understanding

  • What are your primary business objectives for the next 12 months?
  • Who is your target audience?
  • What sets you apart from your competitors?
  • What marketing efforts have you tried before?

Current Challenges

  • What are your biggest marketing challenges right now?
  • How do you currently generate leads?
  • What's working well in your current marketing?
  • What's not working as expected?

Goals & Expectations

  • What specific results are you hoping to achieve?
  • What would success look like to you?
  • What's your timeline for seeing results?
  • What's your budget range for digital marketing?

Materials to Leave Behind

  • [ ] Company profile brochure
  • [ ] Service overview document
  • [ ] Relevant case studies
  • [ ] Business cards
  • [ ] Next steps summary
  • [ ] Contact information sheet

Success Metrics

Meeting Success Indicators

  • [ ] Prospect engaged and asked questions
  • [ ] Clear understanding of their needs
  • [ ] Budget and timeline discussed
  • [ ] Next steps agreed upon
  • [ ] Positive rapport established

Follow-up Success Indicators

  • [ ] Proposal requested
  • [ ] Follow-up meeting scheduled
  • [ ] Additional stakeholders introduced
  • [ ] References requested
  • [ ] Contract discussions initiated