BizSugar.com › Customer Service › Do Your Homework

Last week, one of my readers sent a note, asking, “What do you do to prepare for your first meeting with a new client?”

Thanks to Jim for a good and timely question. I met with a new client just yesterday so my prep work is fresh in my mind.

It’s also an interesting question because so much rides on your first meeting with a new client. I’ve seen many sales calls go awry without the right preparation or forethought. That’s why I try to structure my initial meetings to cover three fundamental areas.