Adding a meeting recap is an easy way to keep all of the stakeholders on the same page. Sharing recaps gives you a chance to summarize what occurred in a meeting with a client or prospect, provide next steps, and create clear expectations moving forward. They also establish rapport with your contacts by building trust and confidence in your organization.
If you’re not sure what to say in a meeting recap video, or how to handle follow up, this is a great example of how to make a simple and short video for your clients.
This example shows the three recommended areas of a meeting recap: highlights with personal video, a clear list of next steps with owners, and attachments.
The articles below will help give a better understanding of the importance of Meeting Recaps and other best practices of Client Success teams.
