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How to Prepare for a Client Meeting

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How to Prepare for a Client Meeting

Lauren Blackwell

When going into a client meeting, whether it’s your 500th or your first, there are a few key things that you can do to prepare yourself and your team in order to have a productive and beneficial client meeting.

Make sure you have the right contract

Speaking about a friend's experience (I wish), make sure the contract you are taking to the client meeting is the correct one. I know it seems like a simple and even a tedious task, but just double check the contract.

First Impressions

Whether you are meeting the client for coffee for an account update or meeting the head of the company, first impressions are a major key. If it's your first meeting with the client, always have your “elevator speech” prepared. An elevator speech is a brief speech, around 30 seconds, of just information about you or a potential job you want and why you would be a good fit for the job.

If you have met the client before, then the elevator speech may not be needed, but even if it's the first or fourth meet, a level of professionalism is necessary. Even if you are meeting the client on Saturday, a day the tends to be considered casual, still look professional. You don’t have to wear a suit and tie but look put together.  

Have an Agenda

If you have a possible question or clarification that needs to be made, and needs to be asked in person rather than through an email or phone, write it down. Or if you are just meeting the client for an update have some of your current activities written down.

These are all just simple suggestions for any type of client meetings. Remember to always be calm and professional.