{"id":267898,"date":"2025-05-22T15:31:30","date_gmt":"2025-05-22T22:31:30","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=267898"},"modified":"2025-05-28T14:51:18","modified_gmt":"2025-05-28T21:51:18","slug":"consulting-meeting","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/consulting-meeting\/","title":{"rendered":"How to Run Productive Consulting Meetings: Agenda, Tools, and Tips"},"content":{"rendered":"\n<p>Let\u2019s face it: consulting meetings can be a double-edged sword. When done right, they move projects forward. But when they\u2019re unclear or disorganized, they waste time and energy. \ud83e\udeab<\/p>\n\n\n\n<p>You\u2019re here because you know there\u2019s a better way\u2014one that reflects the high stakes and nuance of consulting work.<\/p>\n\n\n\n<p>Consulting meetings aren\u2019t just about sharing updates\u2014they\u2019re where trust is built, insights are uncovered, and decisions are made that directly impact business outcomes.<\/p>\n\n\n\n<p>From<a href=\"https:\/\/clickup.com\/blog\/discovery-meeting\/\"> discovery calls<\/a> and stakeholder interviews to solution workshops and implementation reviews, each meeting has a unique purpose, and your approach needs to match it.<\/p>\n\n\n\n<p>In this blog post, we\u2019ll discuss how to plan, lead, and follow up in ways that maximize efficiency and leave everyone clear on what comes next.<\/p>\n\n\n\n<p>Let\u2019s recharge your client sessions. \ud83d\udd0c<\/p>\n\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-6e33685e-aa46-4c5e-b611-42c02d63307d\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">How to Run Productive Consulting Meetings: Agenda, Tools &amp; Tips<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#0-what-are-consulting-meetings-\" style=\"\">What Are Consulting Meetings?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#1-types-of-consulting-meetings-\" style=\"\">Types of Consulting Meetings<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#2-discovery-calls-\" style=\"\">Discovery calls<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#3-stakeholder-interviews-\" style=\"\">Stakeholder interviews<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#4-solution-design-workshops-\" style=\"\">Solution design workshops<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#5-implementation-reviews-\" style=\"\">Implementation reviews<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#6-knowledge-transfer-workshops-\" style=\"\">Knowledge transfer workshops<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#7-key-elements-of-a-successful-consulting-meeting-\" style=\"\">Key Elements of a Successful Consulting Meeting<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#8-how-to-prepare-for-a-consulting-meeting-\" style=\"\">How to Prepare for a Consulting Meeting<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#9-plan-your-discussion-with-an-agenda-\" style=\"\">Plan your discussion with an agenda<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#10-visualize-schedules-effortlessly-\" style=\"\">Visualize schedules effortlessly<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#11-keep-meetings-in-sync-\" style=\"\">Keep meetings in sync<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#12-schedule-meetings-directly-from-clickup-\" style=\"\">Schedule meetings directly from ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#13-organize-and-retrieve-research-notes-\" style=\"\">Organize and retrieve research notes<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#14-best-practices-to-follow-during-the-meeting-\" style=\"\">Best Practices to Follow During the Meeting<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#15-use-visual-aids-to-enhance-discussions-\" style=\"\">\ud83e\ude84 Use visual aids to enhance discussions<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#17-document-key-decisions-and-insights-\" style=\"\">\ud83e\ude84 Document key decisions and insights<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#18-respect-time-boundaries-\" style=\"\">\ud83e\ude84 Respect time boundaries<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#19-leverage-polls-or-quick-surveys-for-decisions-\" style=\"\">\ud83e\ude84 Leverage polls or quick surveys for decisions<\/a><\/li><\/ul><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/#21-post-meeting-follow-up-\" style=\"\">Post-Meeting Follow-Up<\/a><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-are-consulting-meetings-\"><strong>What Are Consulting Meetings?<\/strong><\/h2>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-37a33dad-6111-4284-9668-94e6cc72822f\">\n<p id=\"ub-styled-box-notification-content-\">Consulting meetings are structured conversations where consultants and clients align on goals, uncover problems, evaluate solutions, provide advice, and drive business outcomes. Unlike internal team meetings, these discussions often span strategic decision-making, operational insight-gathering, and stakeholder management\u2014all in a limited time frame.<\/p>\n\n\n\n<p><strong>They\u2019re opportunities to influence direction, build trust, and prove your value with every interaction.<\/strong><\/p>\n\n\n<\/div>\n\n\n<p>These meetings help:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Establish clear <a href=\"\/blog?p=76991\"><\/a><a href=\"\/blog?p=76991\">client communicatio<\/a>n from the onset<\/li>\n\n\n\n<li>Provide actionable insights to move projects forward<\/li>\n\n\n\n<li>Build trust and strengthen the client-consultant relationship<\/li>\n\n\n\n<li>Ensure alignment on goals and strategies to <a href=\"\/blog?p=115413\"><\/a><a href=\"\/blog?p=115413\">manage client expectations<\/a> better<\/li>\n\n\n\n<li>Save time and resources through efficient planning<\/li>\n<\/ul>\n\n\n<div style=\"border: 2px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-e932518e-a6d3-4ed8-a98a-c7506814fd06\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83e\udde0 Fun Fact:<\/strong> The word \u2018meeting\u2019 dates back to the 14th Century, derived from Middle English, meaning \u2018to assemble.\u2019<\/p>\n\n\n<\/div>\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"How to Use AI for Meeting Minutes | Stop Writing, Start Executing\u201410x Faster\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/Tld_9672zwk?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-types-of-consulting-meetings-\"><strong>Types of Consulting Meetings<\/strong><\/h2>\n\n\n\n<p>Consulting meetings come in various forms, each designed to achieve specific outcomes. Here\u2019s a breakdown of the most common <a href=\"\/blog?p=192369\"><\/a><a href=\"\/blog?p=192369\">types of consulting<\/a> meetings and how they help you move forward. \u23e9<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"2-discovery-calls-\"><strong>Discovery calls<\/strong><\/h3>\n\n\n\n<p>The discovery call establishes the foundation for the entire consulting relationship. You ask targeted questions to uncover both obvious and hidden client needs.<\/p>\n\n\n\n<p>For example, when working with a manufacturing company struggling with inventory management, you might uncover that their real issue stems from forecasting problems rather than warehouse logistics.<\/p>\n\n\n\n<p>During this call, you quantify the financial impact of their challenges (\u2018Your current approach costs approximately $2.3M annually in excess inventory\u2019) and propose specific next steps, like a process mapping session that delivers value regardless of whether they engage you further.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-stakeholder-interviews-\"><strong>Stakeholder interviews<\/strong><\/h3>\n\n\n\n<p>Stakeholder interviews extract crucial perspectives from individuals who influence project success.<\/p>\n\n\n\n<p>In a digital transformation project, you meet one-on-one with the operations director, who reveals previous failed implementations that resulted from frontline staff resistance, not technical issues. You build rapport by acknowledging their expertise while gathering intelligence on organizational dynamics.<\/p>\n\n\n\n<p>These interviews often surface critical information absent from official documentation, such as informal approval processes or unwritten rules that will impact your solution design.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-solution-design-workshops-\"><strong>Solution design workshops<\/strong><\/h3>\n\n\n\n<p>The solution design workshop transforms concepts from the <a href=\"https:\/\/clickup.com\/blog\/project-proposal\/\">project proposal<\/a> into actionable plans through collaborative creation.<\/p>\n\n\n\n<p>When developing a new customer service model for a financial institution, you facilitate exercises where client team members map their ideal customer journey. The workshop creates ownership as participants see their ideas incorporated in real time.<\/p>\n\n\n\n<p>You document decisions visually on digital whiteboards, assigning clear responsibilities before participants leave the room.<\/p>\n\n\n<div style=\"border: 2px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-d6d645ff-2cf3-4627-aa8f-8d23d774fae3\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>Even astronauts need meetings. They have virtual meetings to stay in touch with mission control while in space.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"5-implementation-reviews-\"><strong>Implementation reviews<\/strong><\/h3>\n\n\n\n<p>Implementation reviews troubleshoot obstacles while maintaining forward progress.<\/p>\n\n\n\n<p>You examine progress against milestones, identify emerging roadblocks, and make real-time adjustments to keep momentum. Structured checkpoints like these help prevent small issues from becoming major setbacks.<\/p>\n\n\n\n<p>A retail analytics implementation review might reveal dashboard adoption at 40% below targets due to performance issues. The meeting shifts immediately to prioritizing technical fixes, creating interim reporting solutions, and adjusting the training approach\u2014all documented with clear ownership and deadlines.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-knowledge-transfer-workshops-\"><strong>Knowledge transfer workshops<\/strong><\/h3>\n\n\n\n<p>Knowledge transfer workshops build client self-sufficiency and ensure solution sustainability. These structured sessions transform consultant expertise into organizational capability through hands-on practice and comprehensive documentation.<\/p>\n\n\n\n<p>The workshop structure progresses from demonstration to guided practice to independent execution with decreasing consultant involvement.<\/p>\n\n\n\n<p>In a supply chain optimization project, team members practice new inventory forecasting techniques with their actual data while consultants provide real-time feedback. Documentation captures both processes and underlying principles, enabling adaptation to future scenarios.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-34994d98-14eb-4e27-a3b0-6b892a967fea\">\n<p id=\"ub-styled-box-notification-content-\"><strong>\ud83d\udca1 Pro Tip: <\/strong>To <a href=\"https:\/\/clickup.com\/blog\/client-management-templates\/\">enhance client management<\/a>, deliver consistent value throughout the engagement. Regularly check in with consulting clients to ensure they\u2019re satisfied and see progress. Address any concerns quickly and offer solutions before issues escalate.<\/p>\n\n\n<\/div>\n\n<div style=\"border: 3px solid #9b51e0; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-d5c234e7-553f-4137-a0eb-26f5a3906a2b\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udceeClickUp Insight<\/strong>: <a href=\"https:\/\/clickup.com\/blog\/ai-usage-survey\/\" target=\"_blank\" rel=\"noreferrer noopener\">Nearly 88% of our survey respondents<\/a> now rely on AI tools to simplify and accelerate personal tasks. Looking to generate those same benefits at work? ClickUp is here to help! <a href=\"https:\/\/clickup.com\/ai\" target=\"_blank\" rel=\"noreferrer noopener\">ClickUp Brain,<\/a> ClickUp\u2019s built-in AI assistant, can help you improve productivity by 30% with fewer meetings, quick AI-generated summaries, and automated tasks.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true&amp;_gl=1*18ii5ya*_gcl_aw*R0NMLjE3NDE2OTg3MDQuQ2p3S0NBand2ci0tQmhCNUVpd0FkNVliWG5GVkJXQ25lV0lBVGtZS1djTUI3bWNkOTVfS1ZSUGlwSWFSYzZFb0RIMURUdHlreDU5OGZ4b0NlZzBRQXZEX0J3RQ..*_gcl_au*MTU2OTUxMjkwMi4xNzQ0MDIyMzc5\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp AI right away!<\/a><\/div>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"7-key-elements-of-a-successful-consulting-meeting-\"><strong>Key Elements of a Successful Consulting Meeting<\/strong><\/h2>\n\n\n\n<p>A successful consulting meeting doesn\u2019t happen by chance. It requires clear planning, defined goals, and intentional effort to ensure every minute counts.<\/p>\n\n\n\n<p>Here are the essential elements that <a href=\"\/blog?p=190527\"><\/a><a href=\"\/blog?p=190527\">make meetings productive<\/a> and effective:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Clear <a href=\"https:\/\/clickup.com\/blog\/meeting-agenda\/\">meeting agenda<\/a> distributed in advance<\/strong> with specific topics, time allocations, and expected outcomes for each segment<\/li>\n\n\n\n<li><strong>Pre-meeting preparation package<\/strong> containing relevant data, background information, and focused questions participants should consider<\/li>\n\n\n\n<li><strong>Strategically select participants<\/strong>\u2014invite decision-makers and subject matter experts, and keep the invite list tight<\/li>\n\n\n\n<li><strong>Established meeting roles<\/strong> designating facilitator, timekeeper, note-taker, and decision authority before discussion begins<\/li>\n\n\n\n<li><strong>Structured problem-framing<\/strong> that defines the specific challenge before jumping to potential solutions<\/li>\n\n\n\n<li><strong>Collaborative visual tools<\/strong> such as digital whiteboards or shared documents for real-time idea capture and organization<\/li>\n\n\n\n<li><strong>Active facilitation techniques<\/strong> that balance participation, prevent domination by senior voices, and draw out diverse perspectives<\/li>\n\n\n\n<li><strong>Decision mechanisms<\/strong> are clearly defined in advance (consensus, majority, leader&#8217;s choice) to avoid ambiguous outcomes<\/li>\n\n\n\n<li><strong>Action-oriented wrap-up<\/strong> documenting specific next steps, responsible parties, deadlines, and success criteria<\/li>\n\n\n\n<li><strong>Immediate follow-up documentation<\/strong> distributed within 24 hours, capturing decisions, rationale, and commitments<\/li>\n\n\n\n<li><strong>Feedback mechanism<\/strong> for continuous improvement of meeting effectiveness and a consultative approach<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-9d0de89d-142e-4584-aefd-bbde42fa7f92\">\n<p id=\"ub-styled-box-notification-content-\">\u2699\ufe0f <strong>Bonus: <\/strong>Many consultants rely on <a href=\"https:\/\/clickup.com\/blog\/consulting-templates\/\">consulting templates<\/a> for stress-free client onboarding and maintain a professional, organized approach.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"8-how-to-prepare-for-a-consulting-meeting-\"><strong>How to Prepare for a Consulting Meeting<\/strong><\/h2>\n\n\n\n<p>A productive consulting meeting starts long before you sit down with the client. You need an effective meeting agenda, an efficient scheduling system, and well-organized research to ensure the discussion stays on track.<\/p>\n\n\n\n<p>Instead of juggling multiple tools, <a href=\"https:\/\/clickup.com\/\"><\/a><a href=\"https:\/\/clickup.com\/\">ClickUp<\/a>, the <em>everything app for work<\/em>, brings everything in one place.<\/p>\n\n\n\n<p>From structuring agendas to syncing calendars and organizing research, <a href=\"https:\/\/clickup.com\/clickup-meetings\"><\/a><a href=\"https:\/\/clickup.com\/clickup-meetings\">ClickUp Meetings<\/a> simplifies the entire preparation process.<\/p>\n\n\n\n<p>Let\u2019s look at how its features help you prepare and add more value to your meetings. \ud83d\udc40<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"9-plan-your-discussion-with-an-agenda-\"><strong>Plan your discussion with an agenda<\/strong><\/h3>\n\n\n\n<p>A consulting meeting without an agenda is a missed opportunity.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/image-141.png\" alt=\"ClickUp Agenda Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-5982548&amp;department=pmo&amp;_gl=1*yjqni6*_gcl_aw*R0NMLjE3MzQwMDA5NTQuQ2owS0NRaUFzT3E2QmhEdUFSSXNBR1E0LXpqWHRpaGluQ0FjMVljcGlwUU5hdFFjN3ZwYzc5Yms0aDNvbmNTcmFOLVo0RU5uRXlDRjVmRWFBaXVURUFMd193Y0I.*_gcl_au*MTMzNjE3OTc1Ny4xNzMyNTczODM4\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp&#8217;s Agenda Template is designed to help you plan and organize meetings.<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/agenda-kkmvq-5982548\"><\/a><a href=\"https:\/\/clickup.com\/templates\/agenda-kkmvq-5982548\">ClickUp Agenda Template<\/a> keeps consulting meetings on track by providing a clear structure for organizing discussions. It outlines key points like objectives, discussion topics, and action items, ensuring everyone knows what\u2019s expected.<\/p>\n\n\n\n<p>You can drag and drop meetings into available time slots, block prep time around key sessions, and avoid scheduling conflicts across multiple clients.<\/p>\n\n\n\n<p>Let\u2019s say you\u2019re working on three overlapping projects. You can view all meetings by client, engagement, or team\u2014so you\u2019re always prepared and never overbooked.<\/p>\n\n\n\n<p>The template also includes space to capture notes and decisions, helping you track progress and follow up easily in future meetings.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-5982548&amp;department=pmo&amp;_gl=1*yjqni6*_gcl_aw*R0NMLjE3MzQwMDA5NTQuQ2owS0NRaUFzT3E2QmhEdUFSSXNBR1E0LXpqWHRpaGluQ0FjMVljcGlwUU5hdFFjN3ZwYzc5Yms0aDNvbmNTcmFOLVo0RU5uRXlDRjVmRWFBaXVURUFMd193Y0I.*_gcl_au*MTMzNjE3OTc1Ny4xNzMyNTczODM4\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n<div style=\"border: 2px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-48d70f7f-0e53-4d50-af4d-7bb8b580f36e\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83e\udde0 Fun Fact:<\/strong> The term \u2018agenda\u2019 comes from the Latin word <em>agendum<\/em>, meaning \u2018things to be done.\u2019 In medieval times, it referred to a list of items that needed to be completed in a religious service or meeting.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"10-visualize-schedules-effortlessly-\"><strong>Visualize schedules effortlessly<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"934\" height=\"623\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Calendar-View-1.png\" alt=\"ClickUp Calendar View: Scheduling consulting sales meetings made eay\" class=\"wp-image-267906\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Calendar-View-1.png 934w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Calendar-View-1-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Calendar-View-1-768x512.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Calendar-View-1-700x467.png 700w\" sizes=\"auto, (max-width: 934px) 100vw, 934px\" \/><figcaption class=\"wp-element-caption\">Use ClickUp Calendar View to schedule meetings and track availability at a glance<\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/calendar-view\"><\/a><a href=\"https:\/\/clickup.com\/features\/calendar\">ClickUp Calendar<\/a> makes scheduling and tracking consulting meetings easy without the usual back-and-forth. It displays tasks, deadlines, and meetings in a single, interactive calendar, facilitating better time management.<\/p>\n\n\n\n<p>Events can be moved around with a simple drag-and-drop action, making rescheduling quick and hassle-free.<\/p>\n\n\n\n<p>You can see all appointments in a visual layout, so it\u2019s easy to keep track of scheduled meetings and avoid overbooking. For instance, a financial consultant planning a review session with multiple department heads can check Calendar View for a suitable time slot.<\/p>\n\n\n\n<p>They can see their entire schedule at a glance and make adjustments instantly.<\/p>\n\n\n\n<p><strong>If a client reschedules a discovery call, the change syncs automatically across your tools\u2014no need to manually update links or timelines.<\/strong> You also get visibility into your team\u2019s availability, so you can loop in SMEs when needed.<\/p>\n\n\n\n<p>If a conflict arises, they can shift the meeting to a better time without updating multiple <a href=\"\/blog?p=71914\">online meeting tools<\/a> separately.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-keep-meetings-in-sync-\"><strong>Keep meetings in sync<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"513\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Sync-ClickUp-1400x513.png\" alt=\"ClickUp Calendar Integrations: Simplify client meeting with a potential client and stay on the same page\" class=\"wp-image-267907\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Sync-ClickUp-1400x513.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Sync-ClickUp-300x110.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Sync-ClickUp-768x282.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Sync-ClickUp-1536x563.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Sync-ClickUp-700x257.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Sync-ClickUp.png 1999w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Sync ClickUp with Google Calendar, Apple Calendar, or Outlook for seamless scheduling<\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304782034839-Sync-Calendar-views-with-an-external-calendar\"><\/a><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304782034839-Sync-Calendar-views-with-an-external-calendar\">ClickUp Calendar Integrations<\/a> with Google, Apple, and Outlook ensure that any changes in ClickUp reflect automatically in external calendars. This eliminates the need to update schedules manually and prevents double bookings.<\/p>\n\n\n\n<p>For example, a business consultant schedules a client strategy session in ClickUp while managing personal appointments in Google Calendar. If the client reschedules, the <a href=\"https:\/\/clickup.com\/blog\/task-management-software\/\">task management software<\/a> syncs the update instantly, preventing conflicts while organizing professional and personal commitments.<\/p>\n\n\n\n<p>The integration makes it easy to sync all <a href=\"\/blog?p=115421\">client meetings<\/a> without toggling between multiple platforms. You can also view your team\u2019s availability, ensuring that you select a time that works for everyone involved.<\/p>\n\n\n<div style=\"border: 2px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-159fce5b-a28a-415f-89ff-af1ef14416a9\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>Many employees take control of their schedules, with <a href=\"https:\/\/owllabs.com\/state-of-hybrid-work\/2024\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">58% blocking time<\/a> in their calendars to avoid meeting overload. Hybrid and online meetings are more common than in-person ones (86% vs 83%), but they bring some pain points. 72% of workers say they\u2019ve lost time or started late because of tech issues, while 70% struggle with audio and visibility.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"12-schedule-meetings-directly-from-clickup-\"><strong>Schedule meetings directly from ClickUp<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"498\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Generate-Zoom-meeting.png\" alt=\"ClickUp and Zoom Integration: No context switching for your consulting project work\" class=\"wp-image-267909\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Generate-Zoom-meeting.png 960w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Generate-Zoom-meeting-300x156.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Generate-Zoom-meeting-768x398.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Generate-Zoom-meeting-700x363.png 700w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><figcaption class=\"wp-element-caption\">Generate Zoom meeting links automatically within ClickUp for seamless scheduling<\/figcaption><\/figure><\/div>\n\n\n<p>For remote consulting, the <a href=\"https:\/\/clickup.com\/integrations\/zoom\"><\/a><a href=\"https:\/\/clickup.com\/integrations\/zoom\">ClickUp and Zoom Integration<\/a> removes the hassle of switching between platforms to set up calls.<\/p>\n\n\n\n<p>Once you\u2019ve scheduled the meeting in Calendar View, a Zoom link is automatically generated and included in the event.<\/p>\n\n\n\n<p><strong>Hosting a remote solution design session? Create the Zoom link directly in ClickUp, attach it to the agenda doc, and share it in one go.<\/strong> Everything lives in the task\u2014notes, link, agenda\u2014making it easier for everyone to show up prepared.<\/p>\n\n\n<div style=\"border: 2px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-42406fe9-32c0-4ee5-a69a-f863b52c9f01\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83e\udde0 Fun Fact:<\/strong> Some companies, like Amazon, have pioneered <a href=\"https:\/\/www.cnbc.com\/2019\/10\/14\/jeff-bezos-this-is-the-smartest-thing-we-ever-did-at-amazon.html\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">silent meetings<\/a> where participants spend the first few minutes reading a detailed document in silence before discussing it.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"13-organize-and-retrieve-research-notes-\"><strong>Organize and retrieve research notes<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1021\" height=\"822\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-253.png\" alt=\"ClickUp Brain: Ask AI for consulting work details\" class=\"wp-image-431810\" style=\"width:755px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-253.png 1021w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-253-300x242.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-253-768x618.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/03\/image-253-700x564.png 700w\" sizes=\"auto, (max-width: 1021px) 100vw, 1021px\" \/><figcaption class=\"wp-element-caption\">Quickly access past meeting notes and client details with ClickUp Brain<\/figcaption><\/figure><\/div>\n\n\n<p>As a consultant, you often need quick access to client details, past meeting notes, and relevant documents. <a href=\"https:\/\/clickup.com\/ai\"><\/a><a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a>, an integrated AI neural network built into ClickUp, acts as a centralized knowledge hub, making information retrieval effortless.<\/p>\n\n\n\n<p>You can ask it a question and get instant responses based on stored data without searching through scattered files.<\/p>\n\n\n\n<p>For example, you might need insights from previous discussions when preparing for a client check-in. You can simply ask, <em>\u2018What were the key takeaways from our last meeting with XYZ Corp?\u2019<\/em> and get instant access to the relevant notes, helping you stay prepared without wasting time.<\/p>\n\n\n\n<p>The <a href=\"\/blog?p=73927\"><\/a><a href=\"\/blog?p=73927\">AI tool for meeting notes<\/a> is also helpful for summaries and translations.<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/login?product=ai&amp;ai=true&amp;_gl=1*18ii5ya*_gcl_aw*R0NMLjE3NDE2OTg3MDQuQ2p3S0NBand2ci0tQmhCNUVpd0FkNVliWG5GVkJXQ25lV0lBVGtZS1djTUI3bWNkOTVfS1ZSUGlwSWFSYzZFb0RIMURUdHlreDU5OGZ4b0NlZzBRQXZEX0J3RQ..*_gcl_au*MTU2OTUxMjkwMi4xNzQ0MDIyMzc5\" class=\"cu-button cu-button--purple cu-button--improved\">Try ClickUp AI right away!<\/a><\/div>\n\n\n\n<p>Paired with the <a href=\"https:\/\/clickup.com\/features\/ai-notetaker\">ClickUp AI Notetaker<\/a>, ClickUp Brain creates the ultimate synergy for consultants\u2014one captures every detail, while the other makes retrieving insights effortless.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1233\" height=\"882\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image.avif\" alt=\"Get automatic meeting transcripts with clear speaker labels using ClickUp AI Notetaker\" class=\"wp-image-426802\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image.avif 1233w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-300x215.avif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-768x549.avif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-700x501.avif 700w\" sizes=\"auto, (max-width: 1233px) 100vw, 1233px\" \/><figcaption class=\"wp-element-caption\">Get automatic meeting transcripts with clear speaker labels using ClickUp AI Notetaker<\/figcaption><\/figure><\/div>\n\n\n<p>The AI Notetaker transcribes conversations in real time, generates structured summaries, and extracts action items while linking everything to relevant tasks and documents. Meeting notes are no longer scattered across different platforms\u2014everything is stored in ClickUp, making follow-ups seamless.<\/p>\n\n\n\n<p>Running a strategy session? The AI Notetaker grabs client concerns, big ideas, and action items, turning them into structured summaries. ClickUp Brain can turn those summaries into full-blown tasks, subtasks, and an entire project workflow.<\/p>\n\n\n\n<p>You\u2019ll never have to say, \u201cWait, what did they decide on budget allocation again?\u201d\u2014just ask ClickUp Brain.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"677\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Docs-16-1400x677.png\" alt=\"ClickUp Brain: Stay prepared for your next meeting and save precious time\" class=\"wp-image-267914\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Docs-16-1400x677.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Docs-16-300x145.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Docs-16-768x371.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Docs-16-1536x743.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Docs-16-700x339.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Docs-16.png 1898w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Compile and organize client research before the meeting within ClickUp Docs<\/figcaption><\/figure><\/div>\n\n\n<p>Additionally, <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> provides a structured space for consultants to store research, meeting notes, and action items. It supports real-time collaboration so multiple team members can contribute insights, format content, and link documents directly to tasks.<\/p>\n\n\n\n<p>For instance, an HR consultant working on an employee engagement strategy can use Docs to organize survey results, employee feedback, and benchmark reports.<\/p>\n\n\n\n<p>They can highlight key insights, tag relevant stakeholders, and ensure all research is available in one document before presenting their findings.<\/p>\n\n\n<div style=\"border: 2px solid #0693e3; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-a1fa6c3a-a8c8-443f-9b2a-05f501a75d8e\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83e\udde0 Fun Fact:<\/strong> In ancient Greece, meetings were often held in the <a href=\"https:\/\/www.britannica.com\/topic\/agora\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Agora<\/a>, and it was considered impolite to interrupt someone speaking. To signal this, a raised hand was the custom.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"14-best-practices-to-follow-during-the-meeting-\"><strong>Best Practices to Follow During the Meeting<\/strong><\/h2>\n\n\n\n<p>A consulting meeting is a performance, a negotiation, and a working session\u2014all rolled into one. You\u2019re not just sharing information but guiding a conversation, managing dynamics, and delivering value in real time.<\/p>\n\n\n\n<p>Here\u2019s how to run consulting meetings that feel less like check-ins and more like strategic turning points. \ud83d\udcc5<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"15-use-visual-aids-to-enhance-discussions-\"><strong>\ud83e\ude84 Use visual aids to enhance discussions<\/strong><\/h3>\n\n\n\n<p>In a meeting, using visual aids can significantly improve comprehension and retention of information. Humans process visuals faster than text, so including elements like flowcharts, graphs, and diagrams can make complex ideas easier to grasp.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-clickup-whiteboards-\"><strong>ClickUp Whiteboards<\/strong><\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"778\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Whiteboards-12.png\" alt=\"ClickUp Whiteboards: Visualize your first meeting to drive additional value and more business\" class=\"wp-image-267917\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Whiteboards-12.png 1200w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Whiteboards-12-300x195.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Whiteboards-12-768x498.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Whiteboards-12-700x454.png 700w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><figcaption class=\"wp-element-caption\">Sketch timelines, map workflows, and collaborate visually with ClickUp Whiteboards<\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/whiteboards\"><\/a><a href=\"https:\/\/clickup.com\/features\/whiteboards\">ClickUp Whiteboards<\/a> allow you to map out ideas, create flowcharts, and organize priorities visually, keeping everyone aligned during discussions.<\/p>\n\n\n\n<p>You can easily drag and drop elements, adjust designs, and invite others to contribute instantly.<\/p>\n\n\n\n<p>For instance, mapping out the timeline on a Whiteboard during a product launch meeting helps define key milestones and responsibilities. As participants share insights, updates appear instantly, making tracking progress and adjusting strategies on the go easier.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-document-key-decisions-and-insights-\"><strong>\ud83e\ude84 Document key decisions and insights<\/strong><\/h3>\n\n\n\n<p>Documenting decisions, action items, and important insights during a meeting is essential. This prevents misunderstandings and allows teams to track progress over time.<\/p>\n\n\n\n<p>After the meeting, having a documented record also serves as a reference point to ensure the team stays on course.<\/p>\n\n\n\n<p>For example, when a consulting team agrees on a strategy for the next quarter, documenting key takeaways like objectives, milestones, and deadlines helps solidify the plan.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/image-340.png\" alt=\"ClickUp\u2019s Meeting Minutes Template\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-15041&amp;department=other&amp;_gl=1*aix0cf*_gcl_aw*R0NMLjE3MzQwMDA5NTQuQ2owS0NRaUFzT3E2QmhEdUFSSXNBR1E0LXpqWHRpaGluQ0FjMVljcGlwUU5hdFFjN3ZwYzc5Yms0aDNvbmNTcmFOLVo0RU5uRXlDRjVmRWFBaXVURUFMd193Y0I.*_gcl_au*MTMzNjE3OTc1Ny4xNzMyNTczODM4\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Get Free Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Get Free Template&quot;}\">Get Free Template<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">ClickUp&#8217;s custom meeting minutes template streamlines the process of organizing attendees, agenda, and action items, tracking key learnings and outcomes for stakeholders, and assigning new tasks to teammates.<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p>The <a href=\"https:\/\/clickup.com\/templates\/meeting-minutes-kkmvq-15041\"><\/a><a href=\"https:\/\/clickup.com\/templates\/meeting-minutes-kkmvq-15041\">ClickUp Meeting Minutes Template<\/a> provides a structured format to record key discussions, decisions, and next steps.<\/p>\n\n\n\n<p>With this template, you can easily log everything discussed and assign follow-up tasks to ensure nothing is forgotten.<\/p>\n\n\n\n<p>It eliminates the risk of miscommunication and keeps everyone accountable. Attendees can revisit <a href=\"\/blog?p=37112\"><\/a><a href=\"\/blog?p=37112\">meeting minutes<\/a> anytime, ensuring alignment on goals and responsibilities.<\/p>\n\n\n\n<p><strong>Clients appreciate when consultants close the loop before the meeting ends\u2014this template helps you do that.<\/strong> \u2705<\/p>\n\n\n\n<div class=\"wp-block-cu-buttons\"><a href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-15041&amp;department=other&amp;_gl=1*aix0cf*_gcl_aw*R0NMLjE3MzQwMDA5NTQuQ2owS0NRaUFzT3E2QmhEdUFSSXNBR1E0LXpqWHRpaGluQ0FjMVljcGlwUU5hdFFjN3ZwYzc5Yms0aDNvbmNTcmFOLVo0RU5uRXlDRjVmRWFBaXVURUFMd193Y0I.*_gcl_au*MTMzNjE3OTc1Ny4xNzMyNTczODM4\" class=\"cu-button cu-button--purple cu-button--improved\">Get Free Template<\/a><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-respect-time-boundaries-\"><strong>\ud83e\ude84 Respect time boundaries<\/strong><\/h3>\n\n\n\n<p>When meetings run over, attention spans dwindle, and fatigue sets in. To prevent this, it\u2019s essential to have a clear agenda, allocate specific time slots for each topic, and keep the conversation on track.<\/p>\n\n\n\n<p>For instance, if your meeting is scheduled for an hour, setting specific time limits for each section ensures you cover all topics without rushing or running over.<\/p>\n\n\n\n<p>It\u2019s also helpful to leave a few minutes for final questions, clarifications, or a quick pulse check on the meeting, especially if you\u2019re helping the client develop decision-making, time management, or other skills.<\/p>\n\n\n<div style=\"border: 2px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-78c75e74-330e-4705-9aae-3ab9cba06660\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>The timing of meeting invitations can impact their length. Meetings tend to run longer than an hour when people are invited more than a month in advance. However, meetings will likely be <a href=\"https:\/\/doodle.com\/en\/state-of-meetings-report-2023\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">30 to 60 minutes<\/a> if the invite comes within a week.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"19-leverage-polls-or-quick-surveys-for-decisions-\"><strong>\ud83e\ude84 Leverage polls or quick surveys for decisions<\/strong><\/h3>\n\n\n\n<p>In a meeting, making decisions efficiently is key to maintaining momentum. When a decision involves multiple stakeholders or varying opinions, getting quick input from everyone can avoid lengthy debates.<\/p>\n\n\n\n<p>One effective way to do this is through surveys or polls, which allow you to collect opinions quickly and move forward with a clear understanding of the group\u2019s preferences.<\/p>\n\n\n\n<p>For example, when determining which marketing campaign to pursue, gathering quick feedback from stakeholders through a survey allows everyone to voice their opinions in a structured way.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-clickup-forms-\"><strong>ClickUp Forms<\/strong><\/h4>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"985\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Forms-1-1400x985.png\" alt=\"ClickUp Forms: Dive deep into team opinions\" class=\"wp-image-267922\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Forms-1-1400x985.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Forms-1-300x211.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Forms-1-768x541.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Forms-1-1536x1081.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Forms-1-700x493.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Forms-1.png 1999w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Gather team input and streamline decision-making with ClickUp Forms<\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/form-view\"><\/a><a href=\"https:\/\/clickup.com\/features\/form-view\">ClickUp Forms<\/a> are a great tool for simplifying this process. You can create custom surveys to gather team input on key decisions, and the responses will be automatically collected and organized.<\/p>\n\n\n\n<p>This makes it easier to analyze results and proceed with the best course of action, without needing a lengthy discussion on every option.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-f34def78-7e7d-41e8-8bc2-d31345d3245f\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1 <strong>Pro Tip: <\/strong>Enhance <a href=\"https:\/\/clickup.com\/blog\/consulting-skills\/\">consulting and other skills<\/a> by practicing clear and concise communication. Avoid jargon and overly complex explanations. Deliver information in a way that is easy for clients to understand and actionable.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"21-post-meeting-follow-up-\"><strong>Post-Meeting Follow-Up<\/strong><\/h2>\n\n\n\n<p>Meetings generate ideas, but execution drives results.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"22-clickup-tasks-\"><strong>ClickUp Tasks<\/strong><\/h3>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/tasks\"><\/a><a href=\"https:\/\/clickup.com\/features\/tasks\">ClickUp Tasks<\/a> help teams move from conversation to action by assigning responsibilities immediately after discussions. Clear ownership ensures accountability, while deadlines keep projects on schedule.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Tasks-13.png\" alt=\"Create and assign ClickUp Tasks to keep work moving\" class=\"wp-image-267927\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Tasks-13.png 936w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Tasks-13-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Tasks-13-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Tasks-13-700x467.png 700w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><figcaption class=\"wp-element-caption\">Create and assign ClickUp Tasks to keep work moving<\/figcaption><\/figure><\/div>\n\n\n<p>Each Task includes descriptions, priorities, and attachments, eliminating confusion. Structuring tasks effectively keeps post-meeting momentum strong.<\/p>\n\n\n\n<p>For example, after a marketing strategy meeting, create a Task for drafting campaign messaging, assign it to the content team, and set a deadline to align expectations.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"710\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Multiple-Assignees-in-ClickUp.png\" alt=\"Seamlessly collaborate across teams with Multiple Assignees in ClickUp\" class=\"wp-image-267928\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Multiple-Assignees-in-ClickUp.png 1024w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Multiple-Assignees-in-ClickUp-300x208.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Multiple-Assignees-in-ClickUp-768x533.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/Multiple-Assignees-in-ClickUp-700x485.png 700w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Seamlessly collaborate across teams with Multiple Assignees in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/multiple-assignees\"><a href=\"https:\/\/clickup.com\/features\/multiple-assignees\">Multiple Assignees in ClickUp<\/a><\/a> allows teams to share responsibilities without overlap. Each assignee stays updated, making coordination seamless.<\/p>\n\n\n\n<p>For example, in a product launch meeting, simultaneously assign the task \u2018Prepare launch materials\u2019 to the design and content teams. Both teams collaborate in one place, reducing miscommunication.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-e9d9aee6-3c3f-4bc7-9521-9c36982aa3d1\">\n<p id=\"ub-styled-box-notification-content-\">\u2699\ufe0f <strong>Bonus: <\/strong>Apply <a href=\"https:\/\/clickup.com\/blog\/meeting-notes-templates\/\">meeting notes templates<\/a> to ensure all parties are aligned on the next steps.<\/p>\n\n\n<\/div>\n\n\n<h3 class=\"wp-block-heading\" id=\"23-clickup-task-priorities-\"><strong>ClickUp Task Priorities<\/strong><\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"936\" height=\"625\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Task-Priorities.png\" alt=\"Set ClickUp Task Priorities to keep teams focused\" class=\"wp-image-267930\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Task-Priorities.png 936w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Task-Priorities-300x200.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Task-Priorities-768x513.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/ClickUp-Task-Priorities-700x467.png 700w\" sizes=\"auto, (max-width: 936px) 100vw, 936px\" \/><figcaption class=\"wp-element-caption\">Set ClickUp Task Priorities to keep teams focused<\/figcaption><\/figure><\/div>\n\n\n<p><a href=\"https:\/\/clickup.com\/features\/task-priorities\"><a href=\"https:\/\/clickup.com\/features\/task-priorities\">ClickUp Task Priorities<\/a><\/a> categorize work based on urgency.<\/p>\n\n\n\n<p>Labeling tasks as <em>urgent<\/em>, <em>high<\/em>, <em>normal<\/em>, or <em>low priority<\/em> ensures teams focus on critical tasks first. This system helps balance workloads and prevents important deadlines from being missed.<\/p>\n\n\n\n<p>For example, if a client requests last-minute revisions on a report, mark the task as \u2018Urgent\u2019 to push it to the top of the priority list. Team members immediately recognize its importance and address it first.<\/p>\n\n\n<div style=\"border: 2px solid #8ed1fc; border-radius: 0%; background-color: inherit; \" class=\"ub-styled-box ub-bordered-box wp-block-ub-styled-box\" id=\"ub-styled-box-405d2e7f-a0ed-46f8-b888-2c15101c1a7e\">\n<p id=\"ub-styled-box-bordered-content-\"><strong>\ud83d\udd0d Did You Know? <\/strong>Here\u2019s an excellent reason to skip the camera during your next virtual meeting: it\u2019s eco-friendly! Research reveals that turning off your video during a video conference can <a href=\"http:\/\/sciencedirect.com\/science\/article\/abs\/pii\/S0921344920307072?via%3Dihub\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">cut your environmental impact by 96%<\/a>!<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"24-clickup-and-consult-on-\"><strong>ClickUp and Consult On<\/strong><\/h2>\n\n\n\n<p>Consulting meetings should drive progress, not just fill calendars.<\/p>\n\n\n\n<p>A structured approach with clear agendas, actionable takeaways, and streamlined collaboration ensures that every discussion moves work forward efficiently. Staying organized makes all the difference.<\/p>\n\n\n\n<p>ClickUp brings everything into one place with templates for structured discussions, Calendar View to schedule seamlessly, and AI-powered meeting notes to capture key insights instantly. With task management, integrations, and collaborative Docs, follow-ups happen effortlessly, ensuring no detail gets lost.<\/p>\n\n\n\n<p>Run meetings that lead to action. <a href=\"https:\/\/clickup.com\/signup\"><\/a><a href=\"https:\/\/clickup.com\/signup\">Sign up for ClickUp<\/a> today! \u2705<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Let\u2019s face it: consulting meetings can be a double-edged sword. When done right, they move projects forward. But when they\u2019re unclear or disorganized, they waste time and energy. \ud83e\udeab You\u2019re here because you know there\u2019s a better way\u2014one that reflects the high stakes and nuance of consulting work. Consulting meetings aren\u2019t just about sharing updates\u2014they\u2019re [&hellip;]<\/p>\n","protected":false},"author":104,"featured_media":410292,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[57],"tags":[],"class_list":["post-267898","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-productivity"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif","author_info":{"display_name":"Sudarshan Somanathan","author_link":"https:\/\/clickup.com\/blog\/author\/sudarshan\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Run a Productive Consulting Meeting: Agenda, Tools &amp; Tips<\/title>\n<meta name=\"description\" content=\"Discover ways to run an effective consulting meeting with clear agendas and actionable outcomes using ClickUp.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/consulting-meeting\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Run a Productive Consulting Meeting: Agenda, Tools &amp; Tips\" \/>\n<meta property=\"og:description\" content=\"Discover ways to run an effective consulting meeting with clear agendas and actionable outcomes using ClickUp.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clickup.com\/blog\/consulting-meeting\/\" \/>\n<meta property=\"og:site_name\" content=\"ClickUp\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clickupprojectmanagement\" \/>\n<meta property=\"article:published_time\" content=\"2025-05-22T22:31:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-28T21:51:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif\" \/>\n\t<meta property=\"og:image:width\" content=\"960\" \/>\n\t<meta property=\"og:image:height\" content=\"540\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/gif\" \/>\n<meta name=\"author\" content=\"Sudarshan Somanathan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@https:\/\/twitter.com\/_sudsom\" \/>\n<meta name=\"twitter:site\" content=\"@clickup\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sudarshan Somanathan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/\"},\"author\":{\"name\":\"Sudarshan Somanathan\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/cd649506eb4d9c55523e77de5cede878\"},\"headline\":\"How to Run Productive Consulting Meetings: Agenda, Tools, and Tips\",\"datePublished\":\"2025-05-22T22:31:30+00:00\",\"dateModified\":\"2025-05-28T21:51:18+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/\"},\"wordCount\":3228,\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif\",\"articleSection\":[\"Productivity\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/\",\"url\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/\",\"name\":\"How to Run a Productive Consulting Meeting: Agenda, Tools & Tips\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif\",\"datePublished\":\"2025-05-22T22:31:30+00:00\",\"dateModified\":\"2025-05-28T21:51:18+00:00\",\"description\":\"Discover ways to run an effective consulting meeting with clear agendas and actionable outcomes using ClickUp.\",\"breadcrumb\":{\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/clickup.com\/blog\/consulting-meeting\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage\",\"url\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif\",\"contentUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif\",\"width\":960,\"height\":540,\"caption\":\"Record, transcribe, and summarize your meetings with ClickUp AI Notetaker\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/clickup.com\/blog\/consulting-meeting\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/clickup.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Productivity\",\"item\":\"https:\/\/clickup.com\/blog\/productivity\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"How to Run Productive Consulting Meetings: Agenda, Tools, and Tips\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/clickup.com\/blog\/#website\",\"url\":\"https:\/\/clickup.com\/blog\/\",\"name\":\"ClickUp\",\"description\":\"The ClickUp Blog\",\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/clickup.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/clickup.com\/blog\/#organization\",\"name\":\"ClickUp\",\"url\":\"https:\/\/clickup.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg\",\"contentUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg\",\"width\":503,\"height\":125,\"caption\":\"ClickUp\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/clickupprojectmanagement\",\"https:\/\/x.com\/clickup\",\"https:\/\/www.linkedin.com\/company\/clickup-app\",\"https:\/\/en.wikipedia.org\/wiki\/ClickUp\",\"https:\/\/tiktok.com\/@clickup\",\"https:\/\/instagram.com\/clickup\",\"https:\/\/www.youtube.com\/@ClickUpProductivity\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/cd649506eb4d9c55523e77de5cede878\",\"name\":\"Sudarshan Somanathan\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/629311c1aa4c8687622b2bc6197ac4b29165dc9084f75ae1cad658d51cf11e23?s=96&d=retro&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/629311c1aa4c8687622b2bc6197ac4b29165dc9084f75ae1cad658d51cf11e23?s=96&d=retro&r=g\",\"caption\":\"Sudarshan Somanathan\"},\"description\":\"Sudarshan heads Organic Content at ClickUp. He's passionate about researching the spectrum of personal and workplace productivity and where they intersect. When he's not reading philosophy or chasing his next big idea to write about\u2014 you'll find him annoying his cats.\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/sudarshansomanathan\/\",\"https:\/\/x.com\/https:\/\/twitter.com\/_sudsom\"],\"url\":\"https:\/\/clickup.com\/blog\/author\/sudarshan\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Run a Productive Consulting Meeting: Agenda, Tools & Tips","description":"Discover ways to run an effective consulting meeting with clear agendas and actionable outcomes using ClickUp.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/clickup.com\/blog\/consulting-meeting\/","og_locale":"en_US","og_type":"article","og_title":"How to Run a Productive Consulting Meeting: Agenda, Tools & Tips","og_description":"Discover ways to run an effective consulting meeting with clear agendas and actionable outcomes using ClickUp.","og_url":"https:\/\/clickup.com\/blog\/consulting-meeting\/","og_site_name":"ClickUp","article_publisher":"https:\/\/www.facebook.com\/clickupprojectmanagement","article_published_time":"2025-05-22T22:31:30+00:00","article_modified_time":"2025-05-28T21:51:18+00:00","og_image":[{"url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif","width":960,"height":540,"type":"image\/gif"}],"author":"Sudarshan Somanathan","twitter_card":"summary_large_image","twitter_creator":"@https:\/\/twitter.com\/_sudsom","twitter_site":"@clickup","twitter_misc":{"Written by":"Sudarshan Somanathan","Est. reading time":"16 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/#article","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/"},"author":{"name":"Sudarshan Somanathan","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/cd649506eb4d9c55523e77de5cede878"},"headline":"How to Run Productive Consulting Meetings: Agenda, Tools, and Tips","datePublished":"2025-05-22T22:31:30+00:00","dateModified":"2025-05-28T21:51:18+00:00","mainEntityOfPage":{"@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/"},"wordCount":3228,"publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"image":{"@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif","articleSection":["Productivity"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/","url":"https:\/\/clickup.com\/blog\/consulting-meeting\/","name":"How to Run a Productive Consulting Meeting: Agenda, Tools & Tips","isPartOf":{"@id":"https:\/\/clickup.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage"},"image":{"@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage"},"thumbnailUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif","datePublished":"2025-05-22T22:31:30+00:00","dateModified":"2025-05-28T21:51:18+00:00","description":"Discover ways to run an effective consulting meeting with clear agendas and actionable outcomes using ClickUp.","breadcrumb":{"@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/clickup.com\/blog\/consulting-meeting\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/#primaryimage","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif","width":960,"height":540,"caption":"Record, transcribe, and summarize your meetings with ClickUp AI Notetaker"},{"@type":"BreadcrumbList","@id":"https:\/\/clickup.com\/blog\/consulting-meeting\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/clickup.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Productivity","item":"https:\/\/clickup.com\/blog\/productivity\/"},{"@type":"ListItem","position":3,"name":"How to Run Productive Consulting Meetings: Agenda, Tools, and Tips"}]},{"@type":"WebSite","@id":"https:\/\/clickup.com\/blog\/#website","url":"https:\/\/clickup.com\/blog\/","name":"ClickUp","description":"The ClickUp Blog","publisher":{"@id":"https:\/\/clickup.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/clickup.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/clickup.com\/blog\/#organization","name":"ClickUp","url":"https:\/\/clickup.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","contentUrl":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/07\/logo-v3-clickup-light.jpg","width":503,"height":125,"caption":"ClickUp"},"image":{"@id":"https:\/\/clickup.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/clickupprojectmanagement","https:\/\/x.com\/clickup","https:\/\/www.linkedin.com\/company\/clickup-app","https:\/\/en.wikipedia.org\/wiki\/ClickUp","https:\/\/tiktok.com\/@clickup","https:\/\/instagram.com\/clickup","https:\/\/www.youtube.com\/@ClickUpProductivity"]},{"@type":"Person","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/cd649506eb4d9c55523e77de5cede878","name":"Sudarshan Somanathan","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/clickup.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/629311c1aa4c8687622b2bc6197ac4b29165dc9084f75ae1cad658d51cf11e23?s=96&d=retro&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/629311c1aa4c8687622b2bc6197ac4b29165dc9084f75ae1cad658d51cf11e23?s=96&d=retro&r=g","caption":"Sudarshan Somanathan"},"description":"Sudarshan heads Organic Content at ClickUp. He's passionate about researching the spectrum of personal and workplace productivity and where they intersect. When he's not reading philosophy or chasing his next big idea to write about\u2014 you'll find him annoying his cats.","sameAs":["https:\/\/www.linkedin.com\/in\/sudarshansomanathan\/","https:\/\/x.com\/https:\/\/twitter.com\/_sudsom"],"url":"https:\/\/clickup.com\/blog\/author\/sudarshan\/"}]}},"reading":["13"],"keywords":[["Productivity","productivity",57]],"redirect_params":{"product":"","department":""},"is_translated":"true","author_data":{"name":"Sudarshan Somanathan","link":"https:\/\/clickup.com\/blog\/author\/sudarshan\/","image":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/04\/Sudarshan-Somanathan-e1766419334685.png","position":"Head of Content"},"category_data":{"name":"Productivity","slug":"productivity","term_id":57,"url":"https:\/\/clickup.com\/blog\/productivity\/"},"hero_data":{"media_url":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/AI-Notetaker_mograph_hero_FG_V8_1.5peed.gif","media_alt_text":"","button":"custom","template_id":"","youtube_thumbnail_url":"","custom_button_text":"Turn meetings into results with ClickUp AI Notetaker","custom_button_url":"https:\/\/app.clickup.com\/?product=ai-notetaker&_gl=1*8npacv*_gcl_aw*R0NMLjE3NDA3NTE5ODUuQ2owS0NRaUEyb1ctQmhDMkFSSXNBRFNJQVdvZjV4S2dJaFFoaHZnbVVuOGFrRUFGOTBuS0UtZm5sWWdmZWVEX3p1ZXVmWF80eURndmtvc2FBbFM5RUFMd193Y0I.*_gcl_au*MTY2NzE5NjQxNi4xNzM1NDcxNDU0"},"_links":{"self":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/267898","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/users\/104"}],"replies":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/comments?post=267898"}],"version-history":[{"count":45,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/267898\/revisions"}],"predecessor-version":[{"id":472057,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/posts\/267898\/revisions\/472057"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media\/410292"}],"wp:attachment":[{"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/media?parent=267898"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/categories?post=267898"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clickup.com\/blog\/wp-json\/wp\/v2\/tags?post=267898"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}