1:00 PM
2 hr 30 minFlight
Fly in the day before meetings. Never fly in the morning of a client meeting.
Departure Airport
Client Visit2 days15 itemsBest for Sales
A focused 2-day client visit for sales and account management. Covers pre-meeting prep, client meetings, entertainment, and follow-up tasks before you fly home.
Day 1
4:30 PM
Hotel
Check in. Stay as close to the client office as possible.
Hotel near Client Office
5:30 PM
1 hrTask
Final meeting prep: review client history, open issues, your ask, and their likely objections.
Hotel Room
7:30 PM
1 hrMeal
Early dinner and early night. You need to be sharp tomorrow.
Dinner
Day 2
7:30 AM
40 minMeal
Breakfast. Confirm meeting time and location with client contact.
Hotel RestaurantBreakfast
9:00 AM
20 minTransport
Travel to client office. Leave 10 minutes earlier than needed.
Client OfficeTaxi
9:30 AM
1 hr 30 minMeeting
Main client meeting. Lead with their priorities before your agenda.
Client OfficeQBR / relationship meeting / deal review
11:30 AM
1 hrMeeting
Follow-on meeting with technical or finance stakeholder if applicable.
Client OfficeTechnical review or commercial discussion
1:00 PM
1 hr 15 minMeal
Lunch with client team. Keep it relaxed, let them talk.
Lunch • Client entertainment
3:00 PM
45 minTask
Write meeting notes and agreed actions while detail is fresh. Send summary to client by EOD.
Hotel or Coffee Shop
7:00 PM
1 hr 45 minMeal
Client dinner. Book a good restaurant. This is relationship time, not pitch time.
Dinner • Client entertainment
Day 3
9:00 AM
1 hrMeeting
Optional: morning touchpoint or follow-up meeting if needed. Otherwise skip and use time for travel prep.
Client Office or Hotel LobbyFollow-up from Day 1
10:30 AM
30 minTask
Log all trip expenses and photograph receipts before you leave.
11:30 AM
45 minTransport
Transfer to airport. Check out of hotel first.
AirportTaxi
2:00 PM
2 hr 30 minFlight
Return flight. Write CRM update and internal debrief note on the plane.
Airport
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