Scenarios in Client Meetings

Scenario tools are most effective when used as conversation aids — live, with the client, building the model together rather than presenting a finished output. This guide covers patterns that work well in both video and in-person settings.

Before the Meeting

Prepare a Draft Scenario

Build a draft scenario using the information you already have — even if some inputs are estimates. Having a starting point is better than starting from a blank tool in front of the client.

Have the Presentation Link Ready

Open the share link in a separate browser tab before the call starts. In a video call, you'll screen-share this tab. In person, have it ready on a tablet or second screen.

During the Meeting

Lead with Their Data, Not a Generic Example

Open with the numbers you prepared based on their situation. Clients engage more deeply when they see their own figures rather than a hypothetical "John and Jane" example.

Adjust Inputs Live

Adjust inputs while the client watches. When an assumption changes, update the input and click Calculate to refresh the output.

Use the "What If" Frame

Scenario tools are explicitly for exploring — not for showing "the right answer." Frame every scenario as: "Here's what the model shows if we assume X. Let's look at what changes if we adjust Y."

This keeps the conversation exploratory and avoids any implication that the tool is giving advice. It also invites the client to participate by proposing their own what-if adjustments.

Note What Was Shown

After the meeting, add a note to the client's profile recording which scenarios you ran, what inputs you used, and any key observations from the conversation. This context is valuable for the next meeting.

After the Meeting

Send the Share Link

Send the share link to the client so they can review the scenario at their own pace. A brief note with the link is enough: "Here's the [Tool Name] scenario we walked through — the inputs reflect what we discussed."

Update the Scenario if Inputs Changed

If the client provided corrections to the numbers during the meeting (e.g., their actual loan balance was different from your estimate), update the scenario before sending the link so what they see matches what was discussed.

Rename or Duplicate Variants

If you ran the same tool multiple times across meetings with evolving inputs, use Duplicate from the scenario-list action menu and include the date in each name. The current list supports deletion, not archiving.