Skip to content

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

  • 01PLACEHOLDER_107
  • 02Know the purpose of the meeting — what does the customer want to achieve?
  • 03Have relevant figures and products ready
  • 04Make a list of upholstery shops, auto upholsterers and curtain shops in the areas you can reach - even those that are a bit away. The field is small, so be willing to look broadly. Your school and your apprenticeship center often have lists of approved apprenticeship sites.
  • 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