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When it comes to presentations and client meetings, it doesn’t get much worse than winging it. That’s why we’ve put together a handy checklist to make sure that your I’s are dotted, t’s are crossed and your mind is calm. From making sure you’re meeting in the right setting to what to include in your follow-up note (and everything in between), the checklist we’ve created enumerates and organizes the must-haves of any good client meeting.

Download this checklist today to give yourself peace of mind, at least – or even a shot at expanding your book of business!

Get your client meeting checklist!