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making a client call

Preparation before the call

Review client's project requirements and notes from previous interactions

Prepare a list of questions and talking points

Familiarize yourself with the client's industry and business

During the call

Introduce yourself and your role in the project

Listen actively and take notes on client's feedback and requirements

Clarify any doubts or uncertainties with the client

Provide relevant information about the project status and timelines

After the call

Send a follow-up email summarizing key points discussed during the call

Update project documentation with any new information gathered from the call

Schedule any follow-up meetings or calls as needed

Share important insights or feedback from the client call with the team

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