Courtney Byrd

Recurring Client Check-in Template

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Recurring Client Check-in Template

About this template

Recurring Client Check-in FAQs

How do you structure a recurring client check-in?

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You should think about deviding the meeting into 5 sections: KICK-OFF / STATUS UPDATE, BPM UPDATES, CLIENT UPDATES, WRAP-UP, FOLLOW-UP / BLOCKERS. Then adding the following recurring client check-in topics, where appropriate:

  • Key Takeaways / Recap
  • Review outstanding items from previous meeting

What should you discuss during a recurring client check-in?

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2 great things to discuss in your Recurring Client Check-in:

  • Key Takeaways / Recap
  • Review outstanding items from previous meeting

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