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Lesson 3 of 4Written guide available

Prepare a client meeting

Decide what the call should settle before booking time.

Video in production

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The idea to put into practice.

Name the decision, needed people and material to read first. A meeting should serve a purpose that is difficult to resolve asynchronously.

Check time zones, availability and deadlines. Scheduling does not guarantee the right people or inputs are present.

Calendar previews bookings and context. Google, Microsoft, Zoom and Teams connections remain planned. Confirm real invitations in the provider when using a released workflow.

A useful way to approach it

  1. State the decision.
  2. Include people with authority and context.
  3. Share material beforehand.
  4. Check time zone and meeting details.

Try it with fictional work.

Prepare a 20-minute design review: one decision, its approver and two documents to read first.

Before you move on

  • Decision named
  • Right people included
  • Pre-reading ready
  • Time zone checked

Check your understanding.

Which agenda is useful?

Keep something useful.

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Course material is prepared with AI assistance and reviewed for consistency with Tamaam’s product direction. Suggest a correction.