--- title: 3 Tips for Getting the Most Out of Your New Client Meeting description: Advice and best practices for handling your first, or 10000th, new client meeting, perfect for rehearsing or refreshing your account management skills. image: https://www.thriveability.co.uk/hubfs/Blog_Featured_Main/WOMAN-MAC-BED-MEETING.jpg --- [![Thrive Logo](https://www.thriveability.co.uk/hubfs/thrive-logo-pink-1.svg)](https://www.thriveability.co.uk/) - [What We Do](https://www.thriveability.co.uk/what-we-do) - [About](https://www.thriveability.co.uk/about-us) - [Approach](https://www.thriveability.co.uk/approach) - [Work](https://www.thriveability.co.uk/work) - [Blog](https://www.thriveability.co.uk/blog) - [Contact](https://www.thriveability.co.uk/contact) Blog # 3 Tips for Getting the Most Out of Your New Client Meeting October 22, 2018 4 Minute Read By Sarah Burns ## If you're checking out this blog you're potentially a middle manager looking for advice, or you could be a seasoned pro when it comes to handling client meetings. Either way, it's nice to review and, if necessary, refresh your gameplan when it comes to approaching new client meetings. ### 1. Be prepared ![giphy](https://media.giphy.com/media/fM0b4QkKjL008/giphy.gif)  If you're upping your game, refreshing your knowledge or new to the world of account management, new client meetings can be daunting for all. It's always best to start by planning ahead... ### 2. Ask questions ![giphy](https://media.giphy.com/media/E87jjnSCANThe/giphy.gif) #### A: Take the time to research the company As well as what they do and who the people in the meeting are. Showing you've done your research impresses anybody, in any social situation (as long as it's not creepy). Chat about the office dogs you can see on the company's LinkedIn page, or the recent breaking news in their industry, or the award the company's won in the last year. All of those icebreakers will work great to settle your nerves and to create a warm atmosphere before you even get started. #### B: Prepare a list of questions you'll ask Being able to rehearse the kinds of areas you want to focus your discussion around will help guide the meeting and keep it on track with the agenda you've set. #### C: Consider what they might ask you Equally be prepared for what they might throw your way, as a prospective new client, it's best to have your pricing and service delivery info. to hand or if there's something you can't deliver ensure you have someone you can bring in or an answer that will satisfy, ("I'm afraid I can't help with that, but my manager, Claire, could get back to you later today, if that suits?"). ### 3. Record, don't transcribe ![giphy](https://media.giphy.com/media/8p8E1sylIARDW/giphy.gif) Forget taking notes! It only restricts the flow of conversation and gives you more work to do. It's often best to ask at the start of the meeting if you're OK to record the meeting for ease. This allows you to remain focused, without having to worry about recording every detail - there's usually lots of information shared in those first meetings, so it's wise to have the audio recorded for future purposes. #### Share this post... [mailto:?Subject=Check%20out%20this%20post&Body=https://www.thriveability.co.uk//blog/3-tips-for-getting-the-most-out-of-your-next-client-meeting](mailto:?Subject=Check%20out%20this%20post&Body=https://www.thriveability.co.uk//blog/3-tips-for-getting-the-most-out-of-your-next-client-meeting) Ready to talk? ## Whether you need a new website, a branding refresh, or a marketing strategy, the first step is a conversation. We'll give you an honest view of where you are and what's worth doing next. ## You may also like to read... 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