Meetings With Clients from A-Z

Preparation. Deployment. Follow-up. The lifecycle of a meeting is just as important as the meeting itself. Learn and implement some strategies that will make meetings easier to manage.

Audience Profile

Preparing Offshore Teams to Handle Meetings with U.S. Clients from India.

  • Teams that want to implement a strategy and a process for hosting and attending meetings to international business standards.
  • Teams looking to improve the communication flow in meetings.
  • Teams looking for a structured way to communicate with clients to build rapport, reduce bottlenecks in communication and solve problems with more ease.
  • Professionals wanting to implement best practices for virtual (phone and video conference) and face-to-face meetings across global teams.

Job Titles of Participants Include

Business Analyst Project Lead Sr. Assoc. Vice President
CEO Risk Analyst System Analyst
Delivery Manager Senior Software Developer Team Lead
Human Resources Staff Software Architect Test Manager


  • Express Session: 8.5 hours or 1 working day
  • Express Plus Session: 16 hours or 2 working days

* Session times based on classroom face-to-face delivery methods. Session and module length varies based on intensity of modules, number of activities, debriefs and number of participants.

Number of Participants

For ideal outcomes 10-15 participants in a session is recommended.
For groups over 15, several options are available, including:

  • Breaking up the group into smaller groups
  • Extra per person payment (for groups over 15, please note that activities may be abbreviated due to lack of time)

Best results are seen in smaller teams, in group work over a period of time

Mode of Delivery

  • Classroom: Face-to-face, instructor led
  • Online: For groups smaller than 5, classes can be delivered online (Skype, Google Hangouts, WebEx, your company virtual platform).
  • Blended: Training delivered in a classroom is mixed with online follow up via the Authentic Journeys Aspire Online classroom materials, quizzes, and supplementary materials.
  • Individual Corporate Coaching: Select individuals or groups smaller than 5 can meet live with Jennifer Kumar via phone or VOIP methods over a period of days or weeks.

Syllabus Overview:

Brainstorming where client meetings go wrong.

Section 1: What is a Business Meeting?
Participants will get hands-on practice in each of the below areas:

Section 2: Role Plays
Participants will re-enact a business meeting from start to finish using the tips presented in the session. Facilitator will give feedback for improvement. Mock meetings can be face-to-face or phone/virtual.

Options/ Customizations

Kochi (India) based IT Professionals Brush Up on American Business Culture.

Syllabus customizations:
Role plays: Role plays offer practice in mannerisms and context building. Role plays include:

Demos/Presentations: This training can be tailored for those preparing to present virtual demos, or for those going onsite to meet key players and deliver sales presentations. In these tailored training programs, we will specifically look at how to create convincing presentations, how to structure the time effectively, how to handle questions, how to pose questions to the group, what kind of information to include to convince Americans, how to follow up, and other relevant information. These types of sessions are best conducted with less than 5 people at a time.

Phone & Virtual Meetings: Two options fall under this heading. One of the below options can be chosen to customize the training.
1. A real-life business scenario or case study would be given, and participants must recreate a role play or mock meeting over the phone. Trainer will listen in and give feedback.
2. Trainer will listen in on a real-life client meeting and give feedback for improvement.

Face-to-face Meetings: Similar to virtual meetings, but with additional feedback on how to be a good audience member or an active participant (body language, non-verbal and verbal cues), with a focus on listening and group discussion skills.

Related Training Programs:

Videos or audios: Can be made of the training for sharing within the team.

Online classroom: Available to share classroom materials after the training is over.

Certificates: Available upon request.

Small Talk Newsletter: Subscription to the Small Talk Newsletter – which helps non-American professionals learn about and make small talk about American Holidays.


"I know the importance of "housekeeping" and how to start the meeting to account for absentees."
Anoop Krishnan, UST Global

"I learned better ways to organize meeting agendas, tracking and reporting minutes."
Praveen Joseph

"I learned how to implement the buddy system in my team."
Nita Ben

"We have created two agenda templates in this training today. This will help save time and make our meetings more productive."
Team Lead with 15 years' experience

"Having an agenda, the way Jennifer demonstrated it is one way of showing initiative. It will also show the client we have credibility. It will build trust and keep us organized."
Program Lead

"I will implement these techniques with Kochi based teams. Why limit it only to working with Americans?"
CEO of Start-up, Kochi, Infopark

"Breaking up the meeting into segments is the most important lesson today. It's not important to talk too much or too fast, but to give good feedback in a way that's easy to follow and understand. If I break up the meeting into segments, the meeting becomes conversational and relaxing."
Infopark Participant

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