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Client Video Call Prep Checklist

Professional preparation checklist for client video calls and virtual meetings.

What this tool does

Professional preparation checklist for client video calls and virtual meetings.

How to use

  1. Work down the list and tick each item as you finish it.
  2. Ticks are saved on this device, in your browser, so they are still there when you come back.

What this checklist covers

The list has 4 groups and 15 items.

  • Tech (5 items): Test camera and webcam positioning; Test microphone and audio levels; Check internet connection stability; Update video conferencing software; Have a backup plan ready (phone number, alternate platform)
  • Environment (4 items): Clean and declutter visible background; Ensure good lighting (face well lit, no backlighting); Minimize background noise and distractions; Set device to Do Not Disturb mode
  • Preparation (4 items): Review client background and recent communications; Prepare agenda and key talking points; Have relevant documents and files ready to share; Test screen sharing
  • Personal (2 items): Dress for the occasion; Have water nearby

Tip: Run through it shortly before the call. Ticks are saved on this device.

Limitations

  • This is a general list and does not know your platform or your client.
  • It does not test your equipment or connection.
  • Ticks are saved only in this browser on this device.

FAQs

Q: Does it work for any video platform?
A: Yes. The items are general and not tied to Zoom, Meet, Teams or any other service.
Q: Does the page test my camera or microphone?
A: No. It is a reminder list. Run the tests in your video software.
Q: Are my ticks saved?
A: Yes. Ticks are saved in your browser on this device, so they are still there when you come back. They are not sent anywhere and do not follow you to another device or browser.
Q: How do I start again?
A: Untick the items. Clearing your browser data for this site also removes the saved ticks.

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