When Kayla Hosts Webtools Help Meetings
So, I don't meet with people very often. I usually only do when they have big requests or when they are new to Webtools.
However, I've answered the following questions by going through a recent meeting case.
- What information is helpful to know prior to meeting with a client to create a branded skin?
- Is there a list of questions the client could answer prior to the meeting that helps things go smoothly?
- Do you have a checklist of what a student worker should be going through with a client when meeting with them?
- What are the check list of things a student worker needs to usually complete to wrap up their interactions?
| How-To Meet: Kayla's Checklist |
|---|
| Before the meeting |
✔
| Read their email meeting request |
✔
| Schedule a time to meet |
✔
| Send an Outlook Invitation |
|
| In cases where they're asking for a skin or template |
✔
| Compile good examples |
✔
| Create them an example/skin/template of their branding that you can edit once you get more info |
|
|
| In cases where they're asking you to teach them something |
✔
| Learn how to do said thing |
|
|
| During |
✔
| Ask them what they're looking for specifically |
✔
| Give them a specific demo |
✔
| Show them your examples |
|
|
| After |
✔
| Start your follow-up email |
✔
| Compile recordings/notes |
✔
| Provide them the links to your examples |
✔
| Grant them access to examples you might've made for them |
✔
| Include a link to the Answer Board and/or specific demos to their problem |
✔
| Give them access to the recording |