Identify the best services or package for their needs and budget.Educate yourself on their company and industry.
Here’s how you should research your clients and prepare for meetings: It helps to take notes during your conversation that you can refer back to later. You should learn about their project, their goals, and their budget. Prior to your first meeting, you should set aside time for a brief phone call with your client. Your background research should have two focuses: who your client is and what they want. So, what are you going to say or do to convince this client that you’re the best one for the job? First, you need to set aside time to do your research! What Background Research Should You Do Before Meeting a Client? Just like a hiring manager, they’re probably meeting with several of your competitors before making a final decision. You should think of every meeting with a new client as a job interview. Here’s what we’ll be going over so you can ace your first meeting with a new client:
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