Successful Online Meetings

6 Proactive Steps for Successful Online Meetings

6 Proactive Steps for Successful Online Meetings


Conducting successful online client meetings via Zoom or other virtual platforms requires thoughtful planning, preparation, and execution. Here are some proactive steps to help ensure your meetings run smoothly and achieve their objectives:


1. Preparation:

Plan Ahead:

Determine the goal of the meeting, set a clear agenda, and share it with the participants in advance.

Effective planning is crucial to ensure a productive and successful online client meeting. Here are some key elements involved in planning ahead:

Define the Objective: Each meeting should have a clear purpose or goal. Whether it’s to share updates, solve a problem, or make a decision, this objective should guide the planning process. Be clear about what you want to achieve by the end of the meeting.

Create a Meeting Agenda: A well-structured agenda can make the meeting more efficient and keep everyone on track. It should outline what topics will be discussed, the order in which they will be tackled, and how much time will be allocated to each. The agenda should also identify who will lead each topic and who should prepare in advance.

Distribute the Agenda: Share the agenda with the meeting participants in advance. This allows them to know what to expect, prepare their inputs, and come with ideas. It’s a good idea to send the agenda a few days before the meeting.

Identify the Required Participants: Carefully consider who needs to be present at the meeting. Inviting unnecessary participants can lead to inefficiency. Only those who can contribute to the objective or are needed for decision-making should be invited.

Prepare Materials: If there are any materials or documents that will be discussed during the meeting, ensure they are prepared and shared with the participants in advance. This could include reports, slides, or background information that is necessary for understanding the discussion.

Choose the Right Time:

Selecting the appropriate time for your online meeting is a crucial aspect of planning. Here’s how to do it effectively:

Time Zone Considerations: If you’re dealing with clients or colleagues who are in different time zones, take this into account. Try to find a time that falls within regular business hours for all participants. Use a time zone converter if needed.

Availability of Participants: Check the availability of all participants before setting a time. This may involve checking shared calendars or requesting their availability.

Duration of the Meeting: Be clear about the length of the meeting. Meetings that are too long can lead to decreased attention and productivity. It’s usually best to keep meetings under an hour when possible.

Busy Times: Avoid scheduling meetings at times when people are likely to be busiest, such as first thing in the morning or just before the end of the workday. Mid-morning or mid-afternoon are often effective times for meetings.

Meeting Fatigue: Avoid scheduling back-to-back meetings whenever possible. Giving participants some downtime in between meetings can help to keep them fresh and attentive.

Respect for Personal Time: Avoid scheduling meetings outside of regular business hours unless absolutely necessary. Encroaching on personal time can lead to resentment and decreased participation.

Recurring Meetings: If the meeting is going to be a recurring one, choose a time that consistently works well for all participants. This can also help participants plan their schedule.

Test Your Technology:

Check your internet connection, camera, microphone, and Zoom application to ensure everything works properly. It’s also good to have a backup plan (like a phone call) if something goes wrong.

Set Up Your Environment:

Make sure the room you’re in is quiet, well-lit, and free from potential distractions.

Learn Zoom Features:

Familiarize yourself with Zoom’s, and Team’s various functions, such as screen sharing, breakout rooms, or polls, that can make your meeting more interactive and engaging.


2. Communication:

Be Early:

Log into the meeting a few minutes early to welcome participants as they join.

Set the Tone:

Start the meeting on a positive note, perhaps with a quick check-in or small talk, before moving into the agenda.

Clear and Concise:

Be clear and concise in your communication. Avoid using jargon unless you’re sure all participants understand it.


3. Engagement:

Encourage Participation:

Use the chat function, ask questions, or use polling features to encourage participation and maintain engagement.

Create a Safe Space: Make sure participants feel comfortable speaking up. Encourage them to share their ideas and opinions, and ensure that all voices are respected.

Use Interactive Features: Zoom and other platforms offer features such as polling and Q&A that can be used to solicit input and feedback. These tools can be used to break up the discussion, inject a bit of fun, and ensure that all participants have a chance to contribute.

Ask Open-Ended Questions: Open-ended questions can stimulate discussion and elicit more detailed responses. Rather than simply asking for agreement or disagreement, try to encourage deeper thinking and more nuanced responses.

Directly Engage Participants: Sometimes, participants may need a direct invitation to share their thoughts. If you notice someone hasn’t spoken for a while, you can say something like, “We haven’t heard from [Name] for a while. [Name], do you have any thoughts on this?”

Breakout Rooms: For larger meetings, Zoom’s breakout room feature can be used to divide participants into smaller groups for more detailed discussions. This can give quieter participants a better chance to speak up.

Positive Reinforcement: Acknowledge and appreciate the participants when they contribute. This positive reinforcement can encourage them and others to participate more actively.

Use of Visuals: People often respond well to visuals. Screensharing a relevant document, slide, or image can help stimulate discussion.


Active Listening:

Show that you’re actively listening to your clients by nodding, summarizing what they said, and asking follow-up questions.

Active listening is an essential skill for effective communication, especially during online meetings. It not only ensures understanding but also shows respect and consideration for the speaker. Here’s how to practice active listening during your Zoom meetings:

Maintain Eye Contact: Although you’re not physically present with the participants, you can maintain virtual “eye contact” by looking into your camera when others are speaking. This gives the speaker a feeling of being attentively listened to.

Non-Verbal Cues: Use non-verbal cues like nodding, smiling, and other expressions to show that you’re paying attention. These signals can be very reassuring to the speaker.

Minimize Distractions: Keep your focus on the speaker. Avoid doing other tasks, checking emails, or looking at your phone during the meeting.

Paraphrase and Summarize: To ensure that you understood correctly, periodically paraphrase the speaker’s point and summarize what you heard. This also helps to validate the speaker’s message.

Ask Relevant Questions: Show your interest and deepen your understanding by asking relevant questions or asking for clarifications. This encourages more open dialogue and shows that you’re actively engaged in the conversation.

Provide Feedback: Provide feedback when appropriate. It helps the speaker understand how their message is being interpreted and lets them clarify if there’s any misunderstanding.

Pause Before Responding: After someone has finished speaking, take a moment to gather your thoughts before responding. This pause shows that you’re considering what they’ve said rather than simply waiting for your turn to speak.


4. Follow-Up:

Recap and Action Items:

At the end of the meeting, summarize the main points and clearly state the next steps, ensuring everyone knows their responsibilities.

Send Minutes:

Send a follow-up email with meeting minutes, including key decisions and action items, to all participants.

Ask for Feedback:

Solicit feedback from your clients on how they felt the meeting went and what could be improved for next time.


5. Professionalism:

Dress Appropriately:

Dress professionally, as if you were meeting the clients in person.

Maintain Eye Contact:

Try to look at the camera when speaking. This gives the impression of making eye contact with the other participants.


6. Adapt and Learn:

Continuous Learning:

Always look for ways to improve your online meetings. Learn from any technical glitches or misunderstandings that occurred and find ways to avoid them in the future.

Stay Updated:

Keep abreast of any new features or updates to the Zoom and Team platform that could enhance your online meetings.



By following these steps, you can make your online client meetings more effective and productive, thus fostering better relationships with your clients.



Basil Abbas

Basil is the Founder and CTO at ClockIt. With over 10 years of experience in the products space, there is no challenge that is too big in front of him be it sales, marketing, coding, etc. A people person and loves working in a startup for perfection.