When working with a client to create video content for them, it’s very useful to clearly outline everyone’s expectations and visions. At UBC Studios, we have made up a checklist of topics to cover in an initial client meeting. We hope it helps!
- Tell us about this project.
- Who is the target audience?
- What is the primary message we should be getting across?
- What is the purpose for creating this media? Does it include a call to action?
- How will this media be used and where will it live? (Are you presenting it to an audience directly or sending a link to Youtube in an email? Will it be hosted on a specific channel? Will it be publicly accessible? For how long? Etc.)
- Can you give us a description of the type of content you would like us to produce?
- Talking Head, Animation, Motion graphics, Prezi, High Speed Photography, etc. (Feel free to provide examples of similar work detailing what about it appeals to you, what would you do differently?)
- Other possible media needs? (Website, Print, etc.)
- What is the shelf-life of this project? Will it be updated, retired, or repurposed next year?
- What is your budget?
- Where is the funding coming from?
- Are you able to detail all signing authorities?
- Who has creative control?
- Are there any 3rd party assets you would like to see used?
- Images, movies, audio, PowerPoint presentations, graphs, charts, etc.
- What format? Digital and/or Analog?
- Copyright Cleared
- What is your timeline?
- When is the final Delivery date?
- What are the major milestones, and when will they occur?
- What are the next steps?
For additional support and information, please visit the Plan It! guide.
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The first thing you need for a successful client meeting is to determine what the meeting should achieve. What are the primary goals of the meeting? This may include goals like:
Making a sale (to the client)
Progress reporting
Troubleshooting
Clearing up confusion
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The first thing you need for a successful client meeting is to determine what the meeting should achieve. What are the primary goals of the meeting?
Using a Client Meeting Checklist is an excellent way to ensure that all important topics and tasks are covered during client meetings. It helps to ensure that both the client and the professional are on the same page, and that the meeting is productive, organized, and focused. It helps to minimize the risk of overlooking important information and keeps the meeting on track.
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Using a client meeting checklist is a great way to ensure that you cover all important topics during your meetings with clients. Here are some tips and advice on how to effectively use a client meeting checklist:
Create a comprehensive checklist: Make sure that your checklist includes all the necessary topics that you want to cover during your meeting with the client. This could include reviewing project progress, discussing any issues or concerns, and setting goals for the next meeting.
Customize your checklist: Depending on the client and the type of project, you may need to customize your checklist to ensure that you cover specific areas that are unique to that client. Consider their needs and preferences and adjust your checklist accordingly.
Use the checklist as a guide: Your checklist should serve as a guide to ensure that you cover all important topics, but it should not be followed blindly. Use it as a starting point for discussion and allow for flexibility in case the conversation takes a different direction.
Review the checklist with the client: Before starting the meeting, review the checklist with the client to ensure that they are aware of the topics that will be discussed. This can help them prepare for the meeting and provide valuable input.
Follow up after the meeting: After the meeting, review your checklist to ensure that you covered all the necessary topics. Use this as a reference for the next meeting and make any necessary adjustments to your checklist.
Using a client meeting checklist can help you stay organized and ensure that you cover all important topics during your meetings with clients. By following these tips and advice, you can make the most of your meetings and build stronger relationships with your clients.
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