We’ve worked with a range of clients over the past decade, and while we’re a London-based agency, our reach has grown substantially over the years. We have built Velo through our relationships with clients nationally, on the continent, and globally, and we couldn’t have done this without collaboration software – namely video conferencing – enabling effective communication with our clients.
Having worked with Cisco since 2011, our video conferencing platform of choice is Webex, which our team use multiple times a day and means they are now as comfortable hosting a video meeting, as they are a phone conference.
We have learnt a lot since our early days of Webex – including the dos and don’ts, and the correct etiquette of video meetings – so we’ve pulled together our top tips to help you run effective client meetings using the video software of your choice.
1) Prepare for the big show
Treat every meeting like a theatrical show! If you are hosting the meeting then you want the viewer’s experience to be faultless, flow with ease and to seamlessly move from one agenda point to the next.
‘Fail to prepare, or prepare to fail’ may sound a bit harsh, but in the case of video conferencing it can be damaging to the flow and cadence of a meeting if you don’t make sure you are ready to go as soon as the meeting starts.
The best way to do this is to ensure you temporarily switch off anything that may be sapping your bandwidth; programs that sync over Wi-Fi, or other devices can really drain your internet speed and mean that your meeting doesn’t have a seamless start.
Velo checklist:
- Consolidate devices and applications using Wi-Fi;
- Join your meeting five minutes before;
- Think about your background/surroundings before you start your video;
- If it is your first time using the software, download and access it well in advance, and practice using it, so you know how it works.
- Ensure your area is well lit;
- Make sure your device camera is switched on;
- Communicate to all attendees if you will be recording the session before doing so;
- Set clear agendas at the start of the call to manage expectations and timings throughout.
- Start your call checking in with your audience personally;
- Check in regularly with your attendees throughout your meeting, or pause for questions and collaboration;
- Make sure everyone has an opportunity to speak, even if it is a slot at the end of the call for questions;
- Remember to make the most of the medium of video, otherwise you may as well have had a phone call or email.
- Utilise the sharing tools available to enrich your meeting and keep it interesting;
- Use supporting slides to summarise your points, however, keeping things simple is key;
- Avoid complex animations/transitions or playing video, as this can impair your audience’s experience.
- Use chat functionality for sharing references or links throughout, or to signpost to your audience without disturbing the flow of your meeting.