2026 Consulting Client Meeting Organization

Client Concierge team needs to update Association Labels for their clients (this fuels the Client Health Score)
- Review each client
- Delete the Owner and Leader association label if the person is not listed here
- Add it if they are
Send this email to your Owner and Leader contacts from this list
- NOTE: The list linked above is different than the association list - you need to view if the client does or does not have meetings.
- Email Template Name: 2026 Meeting Plan: Meeting Times
- CC the Performance Partner
- Set a task to follow up 3 business days later
- Please update the spreadsheet that they have been contacted
- If the client does not respond you do not need to task the PP we will get with them at a later time once they are slated (see column H)
- When you get responses you will want to document the Company Field in Hubspot here (Preferred Meeting Dates & Times):

Please work together to identify the best plan for the following:

How we will track each clients spot - we numbered the clients in the ideal week template note this is easy for our consulting clients some of our retainers are monthly, quarterly and bi-monthly
Identify how we can "see" each performance partners week so you can schedule clients and the PP team can schedule travel and on site visits easily.
Let's all work together to come up with a great idea to share on the Client Concierge meeting on 10/21 from there we will have you get started organizing it!

Follow up with clients who have not responded to the ideal dates and time
We need to work together to slate clients that are shared first:
- Kelly & Stephen: Distefano, Smith Davis & Flatlands Jessup - Note Stephen is primary on all of these and Kelly is secondary
- Kelly & Gina: Summit (starting this week), Etler, Mosaic, Gordon
- Gina & Stephen: Coachlight
- Kelly & Latoya: Lakeshore, HRI, Leavitt, Security 1st
- Stephen & Latoya: Thompson, Danville, Jessie, Cedar Risk (starting in January), Jones
Create the plan for 2026 by starting with these clients to fill in. Put holds in our calendar for the times and dates. Note some of these clients will be changing programs but this will give us a start. You may need to work together as these will cause some great CC Team building!
Going forward on all Kick Off Calls the CC Team will need to confirm the times clients cannot meet and update Hubspot. We will want to start slating clients after that meeting.
Once ready send the plan to us for approval and we will work on an announcement to the clients.

This article reviews our plan to reorganize our client meeting schedule for 2026.