Leading Organized and Productive Customer Meetings

PROGRAM DESCRIPTION

Join Sales Assembly and Kemyell Rieves for Leading Organized and Productive Customer Meetings, part of the Relationship Management certification.

This program focuses on running customer meetings that are purposeful, engaging, and action-oriented. Participants learn agenda setting, facilitation techniques, and strategies for summarizing next steps. The emphasis is on preparation and follow-through to build consistency and deliver value in every conversation.

WHAT YOU’LL WALK AWAY WITH

• Make every meeting CLEAR: Cancel, Lay the contract, Execute, Assign, Recap.
• Cancel when there’s no outcome: giving time back earns you more meetings than it costs.
• Cap it at three: limit the agenda to 3 items and lead with the one that matters most.
• Assign before moving on: lock in who does what by when before the next topic.
• Save 10 minutes to recap: recall drops to 50% within an hour, so send bullets the same day.
• A learner takeaway guide with two exercises for that week and ready-to-use AI prompts.

FROM A PREVIOUS SESSION

106 attended ◦ 4.71/5 average rating

“She was a fantastic presenter! I look forward to seeing more of her presentations!” Project Manager

Watch a clip from the last session

ADDITIONAL INFO TO KNOW

This program was built in collaboration with one of our Executives-in-Residence. To earn the certification, complete all required live programs (in any order) and be live on Zoom for at least 40 minutes of each. The program is open to all employees of Sales Assembly member companies who are logged in to their account (for help, email support@salesassembly.com), and all registrants comply with our Terms and Conditions.