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)