Overview

Thorough preparation is key to successful client meetings. Claude can help you research client backgrounds, design meeting agendas, prepare presentation materials, and rehearse Q&A to ensure meetings achieve their goals.

Use Cases

Sales visit preparation
Project kickoff meetings
Quarterly business reviews
Problem-solving meetings

Steps

Step 1: Client Background Research

Gain comprehensive understanding of the client.

Please help me research client information:
Client: ABC Technology Company
Meeting contact: Mr. Zhang (CTO)

Research dimensions:
- Basic company info (size, industry, products)
- Recent news and developments
- Tech stack and system architecture
- Main competitors
- Potential pain points and needs
- Decision chain and key stakeholders
- Our historical collaboration records

Organize into client profile: ~/clients/abc_tech_profile.md

Step 2: Design Meeting Agenda

Plan meeting flow and time allocation.

Meeting objective: Explore new project collaboration opportunity
Duration: 60 minutes
Attendees: Our side 3 people (Sales + Technical + Project), Client 4 people (CTO + Tech Manager + Product + Procurement)

Please design agenda:
1. Opening and introductions (5 minutes)
2. Understanding client needs (15 minutes)
   - Key questions list
3. Solution presentation (20 minutes)
   - Our advantages
   - Success stories
4. Technical discussion (15 minutes)
   - Integration approach
   - Security considerations
5. Next steps (5 minutes)

Prepare talking points for each section

Step 3: Prepare Presentation Materials

Create client-customized presentation content.

Please generate meeting materials:

1. Company introduction (1 page)
   - Cases relevant to client's industry
   - Relevant certifications and credentials

2. Solution presentation (3 pages)
   - Address known client pain points
   - Competitive advantages comparison
   - Technical architecture diagram

3. Success stories (1 page)
   - Same-industry client cases
   - Quantified results

4. Collaboration model and pricing (1 page)
   - Flexible package options
   - Implementation timeline

Save outline to ~/clients/abc_meeting_deck.md

Step 4: Prepare Key Questions

Design exploratory questions and responses to client objections.

Please prepare:

**Our question list** (understanding needs):
- Open questions: What are your biggest challenges currently?
- Closed questions: Budget range? Decision timeline?
- Deep questions: Why is this problem important?

**Potential client questions and answers**:
- About price: "20% more expensive than competitors?"
  Answer: Value analysis, lower total cost of ownership...
- About technology: "How do you ensure system stability?"
  Answer: SLA commitments, redundancy mechanisms...
- About credentials: "Any success stories in our industry?"
  Answer: List 3 similar cases...

Save as ~/clients/abc_qa_prep.md

Step 5: Meeting Checklist and Reminders

Create pre-meeting checklist.

Generate meeting preparation checklist:

**1 day before meeting**:
- [ ] Confirm attendees and time
- [ ] Test demo environment
- [ ] Print 3 copies of materials
- [ ] Prepare business cards and company gifts

**1 hour before meeting**:
- [ ] Review client profile
- [ ] Check meeting equipment
- [ ] Confirm team role assignments

**Immediately after meeting**:
- [ ] Organize meeting notes
- [ ] Send thank you email
- [ ] Clarify next steps
- [ ] Update CRM system

Save as ~/clients/abc_meeting_checklist.md

Warning: Don't over-promise! Only commit to what you can actually deliver. If uncertain, saying "I need to confirm with the technical team and get back to you" is more reliable than making promises on the spot.

Tip: Arrive 10 minutes early to familiarize yourself with the environment and test equipment. Have a Plan B: if the demo fails, have screen recordings as backup. Bring paper and pen - some clients don't like talking while facing laptops.

Common Questions

Q: What if the client suddenly changes the meeting topic? A: Stay flexible. Quickly adjust the agenda to focus on what the client cares about right now. If completely outside your preparation, honestly say so and schedule dedicated time for in-depth discussion.

Q: What if the meeting atmosphere is tense or awkward? A: Start with light topics (like complimenting the client's office). Ask open questions to encourage client sharing. Focus on listening rather than selling.

Q: How to follow up on meeting outcomes? A: Send meeting notes and action items within 24 hours. Provide promised materials within one week. Follow up regularly on progress, stay in touch but don't be pushy.