A meeting policy defines how often you should meet with a group of clients and which meeting type counts. For example, you can require any meeting every 90 days for all clients, and a business review every 30 days for a particular segment.
Policies give you visibility into cadence. They don't automatically schedule meetings or send reminders.
Before you begin
- Use the new Lifecycle Manager interface with meeting policies enabled for your account.
- Policy compliance is shown for clients you can access who are eligible for Lifecycle Manager meetings.
- You need access to Meeting settings and permission to manage meeting policies to create, edit, or delete a policy. Users without management permission can view policies where their access allows.
If you don't see Policies under Meeting settings, contact your account administrator or Lifecycle Manager Support.
Create a meeting policy
- Open Settings > Meetings > Policies.
- Click New policy. If no policies exist yet, click Create policy.
- Enter a Policy name, such as Quarterly client reviews.
- Under Applies to, choose All clients, Specific segments, or Specific clients. For segments or clients, select the audience.
- Choose a Meeting type, or leave it as No meeting type to count any type of meeting.
- Choose a Meeting cadence: every 30, 60, 90, 180, or 365 days.
- Click Create policy.
A 90-day policy measures elapsed days from the last qualifying meeting; it doesn't reset at the start of a calendar quarter.
Edit or delete a meeting policy
- Open Settings > Meetings > Policies.
- Open the more-actions menu beside the policy.
- To update it, select Edit policy, change the name, audience, meeting type, or cadence, and click Save changes.
- To remove it, select Delete policy, then confirm by clicking Delete policy.
Changing a policy changes the cadence requirement used to evaluate its clients. Deleting a policy removes that requirement and cannot be undone. It doesn't delete client meetings.
Understand policy status
| Status | What it means |
|---|---|
| Within policy | The client has a qualifying completed meeting and more than seven days remain before the next one is due. |
| Soon out of policy | The client is still within the cadence, but seven days or fewer remain, including the due date. |
| Out of policy | The due date has passed, or the client has no qualifying completed meeting. |
Only completed meetings with a start date that isn't in the future count. If the policy specifies a meeting type, the completed meeting must match it. Cadence is measured from the meeting's start date. If several policies cover a client, the overall status shows the one needing the most attention.
Booking a meeting doesn't satisfy a policy. After the meeting takes place, mark it Completed in Lifecycle Manager. A recurring series or an Outlook event alone doesn't count as a completed meeting.
Find clients who need a meeting
- On Engage, review cadence coverage and Clients overdue for contact. Click Schedule beside a client to create their next meeting.
- On the Clients page, use the Filter > Meeting Policy options to find clients who are within policy, soon out of policy, or out of policy.
