Preferably, your Administrative Manager has a sufficiently strong relationship to make these calls to confirm each Ideal Client's next progress meeting.

While it is optimal to delegate this task to your Administrative Manager, if your honest assessment is that you, as the client's Trusted Advisor, should make these calls to ensure a positive result, then so be it.

Since, much of Module 8 content encourages the Trusted Advisor to effectively delegate many important tasks, use this opportunity to have a candid discussion with your Administrative Manager regarding their need to create a stronger relationship with your Ideal Client community.

This Two-Step Meeting Confirmation Process is Simple:

1. Confirm all the client meetings for the next twelve months with a phone call or voice mail to Client. (Alert them to expect a follow-up email or letter confirming meeting dates and times.) *See Module 8 for sample Confirmation Script.
2. Mail or E-mail the confirmation notice to all your Ideal Clients

Confirmation Script Objectives
(Your Administrative Manager should make all these calls if possible. See Module 8 for full details and sample Confirmation Script.)

1. Call each client to inform them of necessary upcoming meetings
2. Alert client to look for an email or letter
3. Share the dates and times proposed
4. Instruct them to check their calendar for first meeting availability
5. To call back if there is a conflict
6. Propose that the later meeting dates be discussed at the next meeting

Mail or Email Follow-up Confirmation
Follow up with your phone call or voice mail by sending a confirmation email or mailing a letter directly to the client within one day. Request their response to confirm meeting dates and times.

The Process is Continual
The goal is for every Ideal Client to have their progress meetings scheduled for the next 12 months at all times.

This result is frequently delegated to the Administrative Manager (AM) to accomplish.  A reminder to "bring your calendar" when your Administrative Manager (AM) calls to confirm the client progress meeting a day or two in advance is smart.  One successful strategy is asking clients to visit with your Administrative Manager before they leave the office to confirm upcoming meetings and schedule the meeting to replace the one just held.

Regardless of the method, the goal is to make certain that all three meetings are scheduled with all Ideal Clients at all times.