- Shut up and let the client talk. Your goal is to make him tell you as much about himself, his organization and his problems. Which means you need to…
- Ask questions. Lead the client gently toward a conversation about how your services can provide benefit
- Pay attention and take notes. Show investment in the conversation and the client’s time. Also, you never know what you might forget!
- Follow up immediately after the meeting. As soon as possible, get an email out thanking the client for her/his time, recapping what was covered, and laying out next steps for both parties. This demonstrates a lot of value to prospective clients.