Making The Most Of Your Client Meetings: 10 Best Tips For Freelancers

Making the most of your client meetings

Meetings are an essential part of the business. It is a chance for ideas to be shared, products marketed, or an opportunity to discuss issues of interest. This has long been a part of our day-to-day activities especially when we want to have issues addressed. Today’s blog will address how to make the most of your client meetings

The relevance of such meetings was seen during the pandemic when virtual meeting apps like Zoom and Microsoft Teams rose in popularity. As of 2021, the video conferencing company “Zoom’s revenue amounted to $2.65 billion, up more than 300 percent from just $623 million the previous year.” With remote work gaining ground, video conferencing companies are increasing in popularity by the day. It is however important to note that some clients opt for a physical meeting more oftentimes.

Personal human connection with your client outweighs performance reviews. These reviews are also very valuable but this is something they are already used to hearing, so it is only wise that you differentiate yourself from the pack.

Clients want to be assured that you have their best interest at heart and have an understanding of what they are about.  Irrespective of the nature of the meeting so long it is one between you and your client; you need to put your best forward so as to have a successful meeting. Below are tips on how to make the most of your client meetings;

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Learn about your Client

The value of running research on your client can’t be emphasized enough as this gives you an idea of your client, his or her goals, motivations, and dreams. You can run a Google on his or her firm, the journey so far, and recent developments. This will give you a lot of information with respect to the client.

Searching for your client on social media can prove to be very informative as feeds on LinkedIn, Twitter, Facebook, Snapchat, or Instagram can provide valuable information about your client. Knowing your client can aid you in knowing the subject to avoid. Topics that your client would enjoy speaking about can also be identified by making research.

It is however important to know when to draw the line, it shouldn’t come off as creepy or invasive. Personal details like the name of a client’s spouse, child, pet, or where he or she spent the holidays shouldn’t be what you preoccupy yourself with. Instead, your research should be centered on public knowledge that is relevant to your meeting.

Have an Agenda Designed

To make the most of your client meeting, you need to have a clear agenda, this should be after you have gotten an idea of your client’s preferences. An agenda is simply a flow chart of the meeting’s activities which gives your clients a clue of what exactly to expect during the course of the meeting. An agenda serves as a great point of reference for you as. In creating the agenda of a meeting it is important you ensure to;

  • Get input from those invited to the meeting
  • Take notice of when a resolution needs to be made
  • Arrange the agenda in a logical manner
  • Leave room in your agenda for additions that may come up
  • The agenda should be forwarded ahead to members of the meeting

Other relevant content should also be sent ahead of the meeting so as to give those that will be in attendance the opportunity to get conversant with the topic. This is very beneficial as it will increase the quality of the conversation and save you a lot of time.

Be Well Prepared

Meetings are avenues to develop the impression your client has about you. So this is always an opportunity to demonstrate to your client why your services are the best. The first item to prepare during such a meeting is the meeting checklist and a list of items to aid in guiding the conversation. The reports already gathered and the client’s file should be organized.

Additionally, making the most of your client meetings requires you to have some practice sessions. That being said, you practice with colleagues or friends before you get into a meeting with your client. They can then provide feedback with respect to your performance, giving you the chance to make the necessary improvements.

Another key thing to take note of is preparing your space. Nobody wants his or her time wasted so it is very important that you make the most of their time by having everything you need within reach. In situations where you are holding a virtual meeting, it is highly recommended that

  • The documents you want to use for your presentation are easily accessible
  • Ensure that the reference links are accessible
  • Silent any mobile devices that may interrupt your meeting
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Start Early

A meeting scheduled for 8, shouldn’t start by even a few minutes past 8. You should make it a point of the study to always be the first person present. The impression one has of someone who is always prompt to a function is usually great. This gives you the opportunity of welcoming your clients. The practice of starting early entails setting a reminder for the said date, planning

Listen More

This point can’t be stated enough. There is a popular notion that the moderator of the meeting is supposed to do all of the talking while those in attendance listen on. This is however not the case, the client ought to be given the chance to express himself or herself and ensure that you don’t interrupt your client. A successful meeting is one in which the client gets to express himself more. Open-Ended Questions are always suggested, as they give your client the opportunity to give you additional information. It is however important that you ensure that it doesn’t look like an interrogation. The questions should be always placed in a dialogue.

The purpose of listening isn’t to generate a fitting response; it should the gain an understanding of your client’s perspective. It is important that you try to understand your client’s perspective during the course of the meeting. In listening it is imperative that also take note of things that aren’t being said, as in most cases these omitted topics can give you an indication about their main areas of concern. This skill can be practiced and perfected; all you need to do is start. Start by paying attention to the time when you make the attempt to interrupt an individual who is already talking, instead of trying to make meaning out of what the person is saying, this is an essential skill in making the most of your client meeting.  

Show More Positivity

One thing that clients value irrespective of their field is positivity and enthusiasm. You are to maintain a friendly relationship with your client, ensuring that the conversation is warm and cordial with no airs of judgment.

Focus on Achieving Goals

It has been proven that greater client intimacy and confidence are built on reaching set out goals. During the course of your meetings, highlight the areas where significant progress has been made. Then put more focus on such areas for a specified period of time and map out actionable steps to work on the said area. The progress should then be monitored with considerations made with respect to achieving such goals.

Ensure that the Meeting is Concise

A lot of us won’t be happy to spend a very long period of time on an issue, no matter how beneficial it appears to be. As humans, our level of patience and concentration gradually reduces over time. A meeting may start off very well but the level of enthusiasm gradually diminishes. It is important we restrain ourselves from spending too much time, and pace ourselves accordingly, to avoid getting lost on tangents. Drawing the curtains to a meeting at the specified time shows you respect your client’s time.

Expect Objections and Prepare Arguments

To make the most of your client meetings, It is important that you ask yourself what are the questions your prospective client would ask. What are your clients’ fears and what strategies do you intend to use to overcome them. It is important you make research your client’s present needs and how you intend to guide him in actualizing them. How your strategy will be beneficial in making his or her dreams a reality.

After the end of the meeting, your client will surely have questions he or would want to be answered. Ensure you don’t leave any of your client’s questions unanswered. Make it a point of duty to answer all the questions thrown at you.

Read Also: Why Free Appointment Scheduling Tools Are Not Good For Your Business

Personalize your Offer to be convincing to your client.

There is no gainsaying that when you and your client get to meet, following the steps prepared earlier to the letter won’t always be a possibility. You will get to become accustomed to your client, the questions, and the objections.

Personalizing your offer doesn’t always mean bending to the will of your client. The main motive of personalizing your offer is to aid you in concluding a win-win bargain.


A final word to those just start-up executives is to always ensure that they get feedback from their clients. Wishing you all the very best in making the most of your client meetings. Keeping in touch with your prospective client aids in cementing your relationship with him or her. This will go a long way in shaping your clients;