18/Bizdev·May 18, 2021·4 min read
How to Run Client Check-Ins That Actually Work
The status call that left the room and got quieter.
The short version
The recurring status call is where engagements quietly die. Make status a two-minute document; reserve live time for decisions only the client can make.
“A check-in should leave the room with a decision made, not a calendar invite renewed.”
01/Where engagements die
The recurring call fills with activity, what was done and what is next, and avoids the only thing that matters: whether the work is moving the number it was hired to move. It feels productive and decides nothing.
Running work solo across fifteen markets, the standing call is also the most expensive habit there is: time that should be execution spent narrating execution.
02/Status is a document
Status is something the client reads in two minutes. Live time, when needed at all, is spent on decisions, the choices only the client can make, each framed with a recommendation and a deadline. Talk is reserved for what talk is good at.
This scales across time zones and corridors, where a synchronous ritual is a tax the work cannot afford.
03/Decide, do not renew
The discipline spares the client a meeting that earns its place by habit and forces the strategist to translate motion into outcome on a cadence.
Carry the complexity of progress into a clean decision so the client is never managing you. Different engagements, the same discipline underneath.
