• Melanie Koerperich

Client Meeting – 5 Quick Tips for First Time Success


Preparation is key when meeting a new client. Before heading into a new client meeting, take a moment to focus on your professional attitude, and on showing confidence in what you do. Even if your meeting is over the phone, put a smile on your face, because your client will feel it on the other end. This will assure them that they are investing in a highly qualified and trained expert who will address their business needs appropriately. Also, make sure to follow these 5 simple tips to ensure meeting success:

1. Research your client

  1. Visit and read their website; Pay attention to mission and vision statements

  2. Follow their social media accounts

  3. Read recent blog posts, understand who they are as a company and how they want to grow

  4. Understand industry challenges; Write down how you can be part of the solution to help them with challenges and promote future growth

  5. Write down any unanswered questions, and address them at the end of your meeting.

2. Have An Agenda

An agenda conveys preparation to the client. An agenda creates expectations, order and flow, and defined roles for the meeting.Email the agenda to all attending 1-2 days before the meeting. If additional team members are attending, please be sure to provide your client with their names, titles, and purpose for attending, or a link to their bio. Should your client decide to override your agenda, allow them to take the lead; the purpose of this first meeting is for you to listen to what they have to say.

3. Have Professionalism!

We learned these basics in kindergarten: be polite, courteous, and friendly to all. Unless food is provided for everyone, don’t eat during your meeting. Turn off electronic devices. If you must leave your cell phone on, make sure it is silenced and put away. Avoid side conversations. If applicable, make eye contact.

4. Always be attentive

Ask for permission to take notes.  Assign one person to take notes.  All others should focus on the client. When appropriate, paraphrase and confirm what your client has told you.  Acknowledge your interest by commenting, “Great Point!” Or, “I See,” etc. When your client is done talking, review your list of unanswered questions with them.

5. Follow Up

The next day, send a follow-up email.  The email should thank them for meeting with you, provide a brief summary of the meeting discussions, and propose next steps.

Need more advice on having a successful client meeting? Check out this Namaste Nourished article on micro habits. 

#research #meeting #attentive #professionalism #meetingsuccess #client #Followup

0 views0 comments

This privacy policy discloses the privacy practices for www.milrichvirtualprofessionals.com. This privacy policy applies solely to information collected by this web site. It will notify you of the following:

  1. What personally identifiable information is collected from you through the web site, how it is used and with whom it may be shared.

  2. What choices are available to you regarding the use of your data.

  3. The security procedures in place to protect the misuse of your information.

  4. How you can correct any inaccuracies in the information.

Information Collection, Use, and Sharing 
We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information 
You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

   • See what data we have about you, if any.

   • Change/correct any data we have about you.

   • Have us delete any data we have about you.

   • Express any concern you have about our use of your data.

 

Security 
We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for "https" at the beginning of the address of the web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

Our Privacy Policy may change from time to time and all updates will be posted on this page.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via email contact@milrichvirtualprofessionals.com

Orders 
We request information from you on our order form. To buy from us, you must provide contact information (like name and shipping address) and financial information (like credit card number, expiration date). This information is used for billing purposes and to fill your orders. If we have trouble processing an order, we'll use this information to contact you.

If you use cookies or other devices that track site visitors, insert a paragraph like this in your privacy policy: 

Links 
This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Copyright © 2009 - 2020 Milrich Virtual Professionals LLC.
All Rights Reserved