meeting the client

set up

  • Send a friendly confirmation text message to confirm the meeting and to express how you enjoyed the phone call

  • Send a calendar invite to the client for this meeting

Goals

  • Create a consultative approach to the client’s needs

  • Find potential project-related issues

  • Measure all items that you are able and take notes

  • Talk to client and make a friend

Appearance

  • Clean and well put together

  • Company shirt

  • Nice shoes

  • Nice looking hair

Information to gather

  • Ceiling heights

  • Applicable door openings

  • Square footage of rooms

  • All of clients needs and desires for the project

Items to bring

  • Business Cards

  • Tape Measure

  • Laser Measure

  • Mobile Phone for photos

  • Notepad (or notes on phone)