Top Tips on Making Your Next Client Meeting a Success


Client meetings can be nerve wracking for any new entrepreneur. But, you don’t have to break out into sweats and hot flashes while you are in the planning stages of your meeting. Undoubtedly you want to make sure that you impress at the client meeting. Whether you are pitching for a new project or catching up on an existing one, you need to ensure that your clients are in the know. They need to be confident with your services.

You don’t have to feel as though there is no way out. You can host a successful client meeting. You don’t have to start getting in actors to present on your behalf. On the contrary, there are some great ways that you can ensure that your meeting is a successful one.

Corporate meetings can be something of a minefield. But, ensuring that you don’t waste yours, or your client’s time is essential. After all, you want to make sure that they use your services not that of your competitors.

It’s time to look at ways that you can make your next client meeting a resounding success. You don’t have to schmooze them with expensive lunches either.

It’s Time to Establish Hard Edges

Whether you like the idea of it or not, you need to become something of a hardass when it comes to business. A softly-softly approach rarely works. Make sure that you are on time, punctual and ready to take no nonsense. If people arrive late, try not to make a fuss but do mention it. Especially if the person that is late is a member of your team. Make a flippant comment regarding their lack of punctuality. That way, everyone will be aware of what you expect from them. Lateness can give off a negative perception of your business. It can look as though you are tardy and unprofessional. You need to ensure that your meeting is a success. Not one that looks as though you have a sloppy culture in place.

Similarly, meetings that run over can be equally as frustrating. They can leave people fidgeting and without focus. The key to combating this? Planning. Effective planning can ensure that you in the right place at the right time for the right length of time. Simple.

Set the Scene and Create an Agenda

All meetings must have an agenda. Why? Otherwise, they end up as a free for all. Have a clear and detailed list of what is going to happen and why. Think about the topics that need to be followed. With your new clients, it may be something that you want to find out about their company. You may need more details on the brief. You may want to figure out their brand and ethos. In short, meetings should serve to be informative for both you and the client. So, if you are holding the next client meeting, get an agenda in place. Circulate this prior to the main event. Make sure that your clients have a copy too. This will ensure that they can prepare and answer any of your questions.

Know Your Outcome

Client meetings can be something a chore. But, you need to know why you are hosting the meeting. The meeting is not a chance to escape from the grind. Rather, it should have a clear outcome and what you expect to achieve from this meeting. When you invite clients for a meeting, ensure that you have prepared them in advance. Tell them why you are hosting the meeting. You don’t have to shroud everything in mystery. By simply stating what you expect from the meeting, you can all work together to achieve the needs of the client. This means that you stay focussed and can meet the needs of your client in a robust way.

Review the Meeting

One of the most important things that you can do is discuss the meeting. Create action points for the next meeting. With clients, this is imperative. They need to know that you are on the ball when it comes to fulfilling the needs of their project. So, create actionable points. Work towards them. Create reports for the next meeting. You need to ensure that you are progressing with clients. But, they also need to make sure that they are getting their money’s worth from you. By reviewing and creating action points, you are ensuring that you are committing to them. But, you are effectively communicating that you take their business seriously.

The Importance of Minutes

Let’s face it; some of us are more prone to others when it comes to having a nap in a meeting. We all tend to drift off. But, you need to ensure that you are taking minutes. You don’t need to have an admin in place to do this. This can be costly. You can do this yourself. Whether you are operating out of MWB Serviced Offices in London, or you have your own office within your complex, a meeting needs to be detailed and chronicled. It’s that simple.

Action, Check

The end of the meeting is not an opportunity to rush out of the room. You and your client need to ensure that you are on track and you are both in a great place to proceed. You may want to devise actionable points for the next meeting. You may want to ask questions. Present opportunities for the client to ask meetings.

Setting the Next Date

Meetings are fundamental between you and your clients. You may not want to be in the office talking with clients on a monthly basis. But, you need to ensure that you are meeting the needs of their business. So, if a monthly meeting is what it takes, then so be it. You need to amok sure that you are encouraging communication and a free flow of ideas. So, take the opportunity to do so while this meeting comes to close.

Let’s Wrap Up…

Improving meetings can take time. But, try to remember why you are there. Your clients need to see that you are a great company to work with. A meeting can provide this platform. But, it can also ensure a return on investment in regards to time.

Author: Richard Casteel

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Richard is the chief author of this blog. He worked as a financial advisor in money market form last 10 yrs. His financial sense in Share trading and any other trading is just outstanding. He just shares his knowledge and experience through this blog. You can contact him directly though

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