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How to Do a One-On-One Virtual Meeting With a Client

Why should I use these tools and where do they fit into my practice?

Because of current world circumstances, meeting with your clients face-to-face can be hard. With these virtual meeting tools, you are able to establish a face-to-face connection that will be easy for your client to join in on. Most of these tools have the ability to share videos, screens and documents, in real-time. You can manage all these apps via your phone or computer. The tools listed below are recommendations for smaller meetings from 1 to 8 people. You could use some of them for larger crowds at workshops and seminars, however, we have more on that here.

Below, we break down each tool and provide you with how-to videos, purchase links, and FAQs. Take your 1-on-1 client meetings to a new level by going virtual.

Tool Features List

  Zoom Pro GoToMeeting Google Meet Google Duo

Summary

 Easy and affordable. Zoom is one of the more accessible platforms out there, both in terms of cost and ease of use. One of the original virtual meeting platforms, it has all the features you need at a low cost of entry. If you have a google email account you have access to the free version of Google Hangouts Meet. Very user friendly and easy-to-join calls, so you can connect with your clients wherever. This app allows you to work one-on-ones very simple on any device and it’s free with your Gmail subscription.

Attendees

 Up to 100 participants *Up to 150 participants Up to 100 participants Up to 8 participants
Meeting Time Limits Up to 30 hours No Cap 1 Hour 1 hour

HD video and audio

 X X X X

Mobile app

 X X X X

Reporting

 X X X  

In Meeting File Transfer

 X X X  

Cost

 *$14.99 per month or $149.90 per year $14 per month *Free with Gmail Free with Gmail

*Recently updated as of May 13, 2020.

How do I get registered or buy the tools?

Zoom Pro GoToMeeting Google Meet Google Duo

Video tutorials of each tool

Zoom

Zoom Video Tutorial Playlist

Go2Meeting

Go2Meeting Video Tutorial Website

Google Meet

Google Duo

Support, FAQs, and More

Zoom

If you’re conducting client meetings virtually using Zoom, you may have concerns about security and keeping unwanted attendees out of your meeting. The resources below will help you set up secure meetings that stop “Zoom Bombing” in its tracks.

GoToMeeting

Google Meet

Google Duo
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