Updated Friday, October 31, 2014 as of 11:05 AM ET

Establishing an Annual Client Service Model

First, send an email or a letter to confirm your appointments about one to two weeks in advance including your proposed meeting agenda. Clients love getting the agenda in advance because it helps them focus and it shows them how important the meeting is to you. You can also request anything you would like them to bring to the meeting. I also recommend calling a day or two before the meeting as a reminder as well. I use meeting agenda templates that are simple and can be quickly edited for this purpose.

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