7 Things to Remember Before Taking on a New Client [Infographic]

Update: This article was last updated on 19th Dec 2019 to reflect the accuracy and up-to-date information on the page.

The success of any company, no matter big or small, depends on its clients. Keeping your clients happy and satisfied should be your utmost priority. Thus, it becomes very important for you to build a healthy and strong relationship with them.

Client meeting is a great way of doing this. Keeping in touch with them on a regular basis helps build a long-term relationship with them.

According to a report by PwC, 1 in 3 customers leave a brand they love after just one bad experience.

If that one bad experience is the very first meeting, then there are high chances of losing the clients before even starting. Thus, it is extremely important to make a good first impression on the clients. For this, it is important for you to be well prepared for the first meeting with a new client.

This infographic lists 7 ways that would help you make a good first impression on new clients.

7 Things to Remember Before Taking on a New Client [Infographic]

Let’s explore in detail:

1. Know Your Client’s History

Before meeting any client for the first time, it is very important for you to know everything about his or her previous working experiences, contacts, and other relevant things.

This way, you can cater to their needs in a much better way, and it also shows that you are willing to put in efforts to work with them.

2. Know Your Client Requirements

When you are aware of the client’s requirements, it becomes easier for you to assist them. You must also be well aware of their vision and thought process so that you can find business solutions for them accordingly.

3. Know What You Can Offer

Once you know about the client’s requirements, you should make sure to find out the best possible solution in order to fulfil their needs. Also, pitching a value-based price to them is important in order to make them keen to work with you.

4. Build A Conversation

During the meeting, always remember to build a nice, pleasant conversation. Having a one-sided conversation does not make a good impression. Just answering the questions or asking them too many questions is not a very good idea.

A good and informative conversation helps gain their trust.

5. Explain In Simple Language

You should always remember to use simple language so that it is easier for them to understand. Using too many technical or complicated words can make your client confused, and you might end up losing them.

6. Be Prepared For Possible Rejection Scenarios

Before any meeting, it is always a good option to think of possible rejection scenarios. This was if you come across any such situation, you would know how to respond, and how to make your way into convincing the client to work with you. Hence, you do not end up losing clients.

7. Make A Presentation And Take Notes

After doing all the background research, it is always good if you come prepared for the meeting with a presentation. It shows your interest in working for the client.

Also, taking notes during the meeting shows that you are focusing on the details and are not going to miss anything.

Even though each client will be different, keeping in mind these best practices before meeting a new client will help you win the client.

About Julie Watson

Julie is a dynamic professional with over 16 years of rich experience as a VDI and Application Hosting expert. At Ace Cloud Hosting, she humanizes disruptive and emerging remote working trends to help leaders discover new and better possibilities for digital transformation and innovation by using cloud solutions with an enterprise-class security approach. Beyond work, Julie is a passionate surfer.
On the weekend, you will find her hanging out with her family or surfing around the North Shore of Oahu.

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Comments (1)

  • Elena Kelareva says:

    Being aware of client’s future plan is important before executing a short term and a long term strategy with them. “What are your future plans for business” in Cross Questioning section is a very smart mention.

  • Felix Beier says:

    A case study about the new client and the source through which you two contacted plays crucial role.

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