A business meeting with a client is a gathering during which two or more people can discuss company objectives and operations, and make important decisions for the future. It is usually conducted in person. Business meetings are typically held in the office of one of the parties, but can also take place in different locations, such as coffee shops, restaurants, and a client’s home. Nowadays, in the wake of new technologies, meetings are often also held online.  

The purpose of a business meeting

The purpose of a business meeting is to promote collaboration and communication between two parties. It allows the company to understand the client’s needs and decide how to offer them best support. Business meeting is also an opportunity for both parties to share their thoughts, ask additional questions, and provide feedback.

How to organize a business meeting?

Organizing a successful business meeting requires various preparations. First, it is important to do research on the client in order to learn about their goals, expectations, values, and experiences. Later it is necessary to prepare every participant for what they can expect during the meeting, by stating its overall goal. Coming into agreement about the purpose of the meeting before it is held can help set reasonable expectations for all concerned parties.

It is also a good practice to prepare facts and figures for the client. However, the business representative needs to remember to thoroughly explain the data during the meeting, otherwise the client can get overwhelmed. Each meeting should conclude with a clear indication of what steps should be taken next.

How to appear professional during a business meeting?

Appearing professional during a business meeting is important for making a good impression on the client. It is crucial for establishing a mutually beneficial working relationship. The business representative needs to arrive on time, be well-prepared, and behave appropriately. The meeting should start slow, with the exchange of pleasantries. It is important to first establish a good personal rapport and not jump right into business. That way the company representative can show themselves as an ally who can be trusted, which makes the client more relaxed and open to the idea of a partnership. Other things to remember during a business meeting are a genuine smile, and a clean, professional attire.

Accessories useful during a business meeting

The most useful accessories during a business meeting are custom clipboards and custom binders for business.

Custom clipboards

Custom clipboards with a company logo are an absolute must-have on a business meeting with a client. They can make work much easier during the presentation of an offer and are invaluable in situations calling for a rigid base for writing on the go. High-end custom clipboards come in different dimensions – A4 and A5 – as well as different shapes – they can be single or in the form of a folder.

Custom binders for business

Custom binders for business allow packing documents, brochures, and fliers in a safe manner. They help with the organization of a meeting and make the presentation of an offer much easier for both parties. Custom binders for business have colorful covers and can be personalized to suit the company’s visual identification, which makes them an excellent tool for building the brand’s image. They may come with a handle for more comfortable transport of advertising materials. Custom binders for business can be equipped with additional accessories, eyelets, and pockets. Their surface can be protected from the damage by gloss of matt foil.

During a business meeting with a client the company representative should also have company-issued business cards, which allow for a professional introduction and help establish credibility.