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