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Preparation for customer meeting

Checklist before you meet the customer

A good meeting begins before the customer walks through the door. Go through this list so you know the customer and have a presentation ready.

§Before the meeting

  • 01Læs kundens engagement og seneste notater
  • 02Know the purpose of the meeting — what does the customer want to achieve?
  • 03Have relevant figures and products ready
  • 04Lav et forslag, du kan tage udgangspunkt i
  • 05Check that documentation has been received and is satisfactory

§During the meeting

  • 01Ask about the customer's overall situation, not just the current need
  • 02Explain advantages, disadvantages and costs honestly
  • 03Check that the customer understands — ask them to repeat the important part
  • 04Write agreements down immediately