How Can I Run Client Check-Ins With Prepared Updates?
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How Can I Run Client Check-Ins With Prepared Updates?
You run them by generating a short update from the project data before each meeting, covering progress, upcoming deliveries, open decisions, and risks, and by recording decisions and actions straight into the project. On Jestor, this runs through dashboards, Tasks, and meeting notes linked to each client.
Check-in meetings often start with a scramble to remember what has been done. Clients feel the lack of preparation, and decisions taken in the meeting may never be written down.
What unprepared check-ins cost
- Meeting time spent recalling basic facts
- Decisions forgotten or remembered differently by each side
- Clients doubting the agency's organization
- Action items that never reach the team
How prepared check-ins work
- A view summarizes status, next deliveries, and open issues
- The account manager reviews it before the meeting
- Decisions and actions are entered as tasks during the call
- A short follow-up message is sent after the meeting
Why Jestor fits this use case
- Meetings are shorter and more useful
- Decisions are recorded and followed up
- Clients see an organized partner
- This scales from a few clients to a large agency
| Meetings from memory | Meetings from live project data |
|---|---|
| Unprepared, decisions lost | Prepared, recorded, and followed up |
Frequently Asked Questions
Can the update be shared with the client before the meeting? Yes, through a restricted view or a message. More at jestor.com.
Can actions become tasks automatically? Yes, items from the notes can be turned into tasks with owners.
Can I schedule recurring check-ins? Yes, recurring tasks can prepare the update ahead of time.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.