Post Client Meeting Wrap Up SOP

Post Client Meeting Wrap Up SOP


Purpose #

Post client meeting wrap up is done after every client meeting/call to review the important matters discussed during the meeting and process follow-up tasks to ensure that a corresponding task and/or ticket is made, which will be used as a reference to check the progress of a task.

Scope #

Post client meeting wrap up includes, but is not limited to, the following: saving the meeting notebook, creating tasks and tickets, downloading video recording and uploading it to the client’s intake folder, reviewing recordings, and reminding the CSM to send a follow-up email to the client. When creating tasks, the appropriate team member should be tagged and a deadline must be set.

Definitions & Acronyms #

    • Minutes of the Meeting: notes that are recorded during a meeting. This highlights the key issues that are discussed which include but are not limited to client status and rankings, requests, client issues, CSM concerns, and other relevant information.
    • Teamwork (TW) Website: online platform used by the agency for team collaboration to create, update, and keep track of client projects
  • TW Notebook: digital notebook found in every client project where you can input meeting notes and other important information
  • TW Task: activities that need to be carried out by one or multiple project members in relation to that specific client
  • Task List: list within TW client projects to group related tasks together (e.g. CSM Task list: all tasks within the group are CSM and CSS responsibilities)


Procedures #

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Step-by-step instructions #

  • Step 1: Create Meeting Notes

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  • Step 2. Add zoom meeting recording

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  • View here for more detailed instructions


  • Step 2: Highlight Follow-up Actions

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  • Step 3: Click on Task 

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  • Step 4: Choose CSM Task List 

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Step 5: Select “Add Tasks”

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Step 6: Check added tasks to the CSM task list 

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Step 7: Create a task description and write a comment in the comment box.

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Step 8: Follow-up on tasks.

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