How long do you typically wait before scheduling a follow-up meeting after delivering a report? Want to give them time to digest but not lose momentum. What's the sweet spot?
Follow-up Meeting Strategy After Report Delivery
Ken's approach works well. I give them 3-5 business days to review, then call to schedule. Enough time to read it but not so long they move on to other priorities.
Frank, usually Q&A first, then walking through implementation steps. Some clients need help with utility contacts or filing procedures. Others want to discuss additional services.
That's smart Anthony. I always bring a simple action plan - who does what, when, expected timeline. Keeps them from getting overwhelmed by the recommendations.
Dave, do you offer to help with utility filing or just advise on process? I've had mixed results trying to deal with utilities on behalf of clients.
Good discussion everyone. I think the key is setting expectations upfront about follow-up support. Some clients want full service, others just want the roadmap. Better to clarify early than assume.
Anthony, I usually suggest a follow-up when I deliver the report. Something like "Let's schedule 30 minutes next week to discuss any questions and next steps." Gets it on the calendar while you're there.
What's your agenda for follow-up meetings? Q&A, implementation planning, or just touching base?