Virtual Appointments are Here to Stay

Virtual Appointments are Here to Stay

8/1/2025

Connecting virtually opens new opportunities to meet with clients. These tips will help you hold effective virtual meetings.

Use the right technology: Be sure to use a meeting tool that you are comfortable with. Options include Zoom, GoToMeeting and Google Meet. Then make sure you’re prepared to share your screen, utilize the chat feature and troubleshoot audio issues.

Pick the right setting: Keep your camera on for engaging discussion and be thoughtful about the setting on your end to avoid a noisy environment or a distracting background. Put your phone aside so you can focus entirely on the person in front of you.

Invite the right people: A virtual meeting may have been the only way for all parties to meet at the same time! Be respectful of their time and manage your talking points within the agreed upon timeframe. Ask permission for the meeting to continue if it’s going longer than expected.

Agree on the right next step: Agree on action points, deadlines and expectations. Suggest a time for follow-up and schedule the next meeting.

Virtual meetings are here to stay. Use these tips to make the most of them for you and your clients.

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