Sales Client Meeting Frequency Schedule

COMPANY INFORMATION

Company Name: [Your Company Name]

Created By: [Your Name]

CLIENT MEETING FREQUENCY TABLE

Objective: Strengthen client relationships and ensure regular communication.

CLIENT CATEGORY	MEETING FREQUENCY	MEETING PURPOSE	ACCOUNT MANAGER	NEXT MEETING DATE
High-Value Clients	Monthly	Review account status, identify opportunities, and address concerns.	[Name]	[Month Day, Year]

MEETING FORMAT

Location: [Virtual / On-site]

Meeting Duration: [0] hour