Face to Face Meetings

You got a face to face meeting - Congratulations!

This is your first opportunity to make a visual impression on a client for a lifetime - so make sure you are prepared!

1. Confirm your meeting:
   1. The time
   2. The place
   3. Entry procedures
   4. The person and their role
   5. Call before to make sure they are in today and if they have any breaks to be observed
2. Are you going to be on time? Call the person you are going to meet well and truly prior to the time if you are running a bit behind. Treat them with respect.
3. Take your business cards with you
4. Take any required information with you
5. Take a note pad with you
6. Record the meeting in CRM as follows:
   1.