Sample Client Meeting Agenda Format

Sample Client Meeting Agenda Format

Sample Client Meeting Agenda Format

Client meeting agendas are generally prepared by individuals from the organizers business that are familiar not just with the clients but also the individuals who should be invited. Client meetings can be held by companies with clients of all types regardless of whether they are providing products or services which are needed.]

Points to consider while drafting a Client Meeting Agenda –

  • The date, time, & location of the meeting.
  • The name of the invitee with proper opening and closing salutations.
  • The reasons why the meeting has been organized and how it would prove beneficial for the client.
  • Provide information about any announcements that may be made.
  • The entire agenda needs to be prepared in a formal language.

Example of Client Meeting Agenda –


[from the name of the company organizing the meeting],

[address: full address and contact details of the company],

[To name of the invitee/invitees for the client meeting],

[address: full address and contact details of the invitee’s company and contact number],

[Subject: Meeting to Introduce Regional Client Manager Of the Company on Friday, date and time],

Dear [Name of the Individual Or the Company The Invitee Represents],

We are happy to invite you to a meeting to introduce the new regional client manager [Mr. Name of the individual] of our company who is taking over the responsibility of managing this area starting from [date]. Mr. [name of the individual] is qualified in the field of business ERP solutions which we offer and has developed some innovations which we are certain will be extremely beneficial for your companies.

We request you kindly to attend the meeting where the innovations will be demonstrated and provide your views and any questions you may have during the presentation. We value the time you will spare for this meeting and have therefore decided to offer the innovations to you for a discount of 50% if it is purchased at the venue of the meeting.

We cordially request your presence at the meeting and to benefit from the huge discounts which are being offered on the new ERP solutions which have been designed.

Yours sincerely,

[signature of the organizer],

[name and contact details of the organizer].


Another Example of Client Meeting Agenda –


[From ABC Investment Advisors],

[Address: Full Address And Contact Details Of the Company],

Client Meeting Agenda

Date of the Meeting: [Date The Meeting Is Being Conducted],

Time of the Meeting:

To ensure we fully address your concerns and needs efficiently, we request you kindly to complete the following topics of the agenda which are being covered.

Questions regarding your financial situation?

  1. _____________
  2. _____________
  3. _____________
  4. _____________
  5. _____________

I would like to review the following changes in my financial condition:

  1. _____________
  2. _____________
  3. _____________

I would like to discuss the following strategies for investments:

  1. _____________
  2. _____________
  3. _____________

I would like to receive additional information on the following programs for investments:

  1. _____________
  2. _____________
  3. _____________

Thank you for providing us an opportunity to serve you. We will be with you promptly without delays.


[signature of the investment advisor],

[name of the investment advisor with contact details].

[Note: Some meetings may only request minimal information from clients while others may go into comprehensive data to have one-on-one meetings with their clients for reasons mentioned in the client meeting agenda created for this purpose.]