Lesson 5: meeting with client

• Engels
• MBO
• Studiejaar 1

The Meeting Room

After my explanation in this lesson...

You'll be able to mention important aspects regarding meeting a client

Surprise assignment!

(warming up)

Search on the internet for things that are important when meeting a client / going to a business meeting

Time: 5 minutes

Work in pairs of 2.

Write down your answers!

What are important things to do/say when meeting with a client?
(write in bulletpoints)

Important aspects of meeting a client (business setting)

• Be prepared
• Be on time
• Attire
• Attitude > what kind?
• Body language

1. Smile - 2. Make eye contact - 3. Be relaxed & focused

• Be straight to the point (be businessy)

What are important things to do during and after a meeting with a client?

Important things to do during/after a meeting

During:

• Take notes of what is discussed
• Discuss and mention future steps

After:

• Archive meeting points
• Send them to client

Remember!

When meeting a client you don’t want your first impression to be your last. 

Take time to prepare, be organized and show your client that you are professional and care about their financial future.

• You're questions will be answered in the meeting
• Everything is taken into account for your grade...

After my explanation in this lesson...

You'll be able to mention important aspects for when meeting a client

• Important aspects when meeting a client?
• Important things to do during/after the meeting?

Time to meet the client...

FYI: client might ask questions you're not prepared for... 

good luck!

Continue with your manuals in the meantime.