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How to run a successful client meeting in 9 easy steps

Cubo writersOct 11, 2022

Meeting with clients is a standard procedure for closing the first deal and creating lasting bonds with your clients. Your entire success and reputation may be significantly impacted by how you act in client meetings. Planning client meetings strategically and in advance will enable you to maximize your time and effort at work.

‍In this post, we provide a guide for organizing and conducting successful client meetings along with a number of successful recommendations.

What is a client meeting?

A woman with clipboard talking with anonymous clientOne of the main ways to communicate with customers, establish expectations, and build business connections is through client meetings. Without having to wait for a callback or an email response, they let you speak with clients about other topics or effectively pitch a subject. Setting up client meetings helps you and the client to focus entirely on a common objective.

Different Types of client meetings

‍There are various kinds of client meetings that you might have:


In an introductory meeting, you meet a client for the first time in an effort to impress them with your expertise and product offerings. These make it easier for clients to comprehend who you are and the kind of services they might get.


During a consultation, you may address the more specific client demands and make product pitches. Both parties might decide to keep this relationship going after this meeting.


Based on the needs of the client, a proposal is a formal offer you make for a good, service, or relationship. You might decide to present your research or any related contracts before you collaborate


Check-in meetings are ones you have with clients after you've developed a relationship. These could be routine status conferences when you talk about the level of client satisfaction and any further requirements they might have.

How to organize and conduct a successful client meeting

Colleagues shaking each others handsTo organize and carry out a customer meeting that will help you accomplish your business goals, try these steps:

Get to know your client

Research the customer in preparation for the meeting to learn about their objectives, beliefs, and experiences. The more information you have about your client, the simpler it will be for you to appeal to their interests and convince them to make a purchase, close a transaction, or simply hear out what you have to say. You can learn more about your client by conducting an online search for them or by having preliminary interactions with them.

Get everyone in the meeting ready

It's possible for you to meet with a client alone or with several other coworkers. Make sure that everyone is working toward the same objectives and is using the same information. To coordinate your plans and talking points, create an outline or other materials and distribute copies to each member of your team.

Make your agenda known in advance

Declare the meeting's main objective in detail before it begins. Setting realistic expectations can be made easier by deciding on the meeting's objective in advance with the customer. This keeps the conversation on-topic so that your client and you can both arrive prepared and work toward a common objective.

Take away all distractions

Remove all distractions when setting up your meeting location so that you can concentrate on the customer. If you use a shared calendar at work, clearly highlight your meeting so that others are aware not to bother you during that time.

So that you and the client can focus solely on the subject of the meeting, set the thermostat to a comfortable setting and turn off any running TVs or monitors. Redirect anyone who drifts off topic during the meeting to the core subject.

Quickly move from pleasantries to business conversations

Reintroduce yourself to your client at the beginning of the meeting to establish a nice connection before moving right into business-related matters.

It is customary to make a courteous introduction and some small conversation, but you shouldn't let socializing with others occupy too much of your time. To make the most of every opportunity, relate any social talks back to your primary meeting objective.

Appeal to the client's sensibilities

Try to relate to your client's values, ethics, and ideals when you are negotiating with them or making a pitch to them. Find out what matters to them most, then find ways to speak to those values.

You can achieve this by highlighting specific aspects of your company's objective or establishing a personal relationship with consumers. You can use your critical thinking abilities to carefully connect conversations depending on what the client will value.

Pay attention to what your data mean

It's a good idea to have some data and statistics to present to your clients, but try not to overload them. When discussing research or analytics with a customer, be sure to clarify right away what the data means, why it's significant, and how it might affect the client. Your clients count on you to interpret the data for them, therefore being able to articulate your findings with assurance can help you project confidence and demonstrate your knowledge of the subject.

Incorporate subtle repetition

Repeating your point is a typical tactic for persuading others to accept your point of view. You may make an idea seem significant to your clients by bringing it up often and perhaps subtly swaying their opinions. Find many ways to express your core point or objective so that you can discreetly repeat it throughout the conversation.

During the meeting, decide on the next steps

Set clear expectations for the following steps that both you and the client should take near the end of the discussion. This could involve scheduling a new meeting or concluding a sale. It is simpler to follow up and maintain a professional relationship if your client consents to follow steps during the meeting.