Tips On Attending Your First Client Meeting

Like any new situation, the first time meeting a new client can be daunting; if it’s crucial to your job or business that the meeting goes well then there’s also extra pressure to take into account.

Read on for our top tips for approaching the situation with confidence.


It should go without saying, but researching your client and their business beforehand is crucial.

Knowing some of their history and work practice will make them see that you’re truly invested in working with them going forward.

Being armed with this background knowledge going in will also help to settle any last minute nerves.

Ask questions

Another no brainer but surprisingly many people don’t remember to prep these in advance.

If you need certain information to help you drive the new client relationship forward, prep a series of questions that you can ask to glean this information so you leave the meeting with all of the facts, data and input you need.

Asking questions also shows you’re interested in your new client and, if you’re really nervous, can buy you some time to calm down as the client answers.

Get to the point

Everyone is busy so create an agenda that will keep the meeting on track and moving forward efficiently.

Having a clear direction of what needs to be covered not only stops the meeting dragging on, it also demonstrates your efficiency and effectiveness.

Don’t be over friendly

It’s easy to let the nerves take over and waffle a little, but be conscious that this is still a business meeting and your client will expect you to be professional.

Telling them about another client who doesn’t pay invoices for example might seem like you’re safeguarding against it happening again but if could be considered flippant by your new client.

Take notes

It isn’t rude to makes note of important information the client shares with you.

They’d rather you have a concise record of the meeting than have to go back to them for the most basic facts after the meeting is over.

If you don’t know then don’t try and bluff it

You can’t be the subject matter expert on everything and a new client might throw you a question you hadn’t anticipated in advance.

If this happens, reassure the client you will find out for them and come back with an exact answer.

It’s far more embarrassing to make a guess and then have to either correct it or worse, stand by it!

Agree the next steps

What’s next?

Clearly set out to the client what you will do next and confirm with them what you require from their side.

Follow up

The follow up email or call is really important.

The client may have more questions for you or be unsure of something, giving them that follow up opportunity could also mean getting some feedback which you can use to plan your next meeting.

Trevor McClintock

Trevor McClintock

Trevor McClintock is an award-winning business consultant and entrepreneur with a proven track record of growing businesses and skyrocketing revenues. Are you ready to take your business to the next level? Get in touch with Trevor today!

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