Client Meeting Preparation Checklist

Tick items off as you prepare. Progress is saved on this device.

Successful client meetings require thorough preparation and attention to detail. This comprehensive checklist ensures you have all necessary materials, research, and presentation elements ready to make a strong impression and achieve your meeting objectives. Check off items as you prepare, and your progress will be saved automatically in your browser.

Digital first, print only when necessary. This checklist works great on your phone. Keep it digital to reduce paper waste.

Your progress is stored locally in your browser. Nothing is submitted or shared. No account required.