Designer Tips: In-Person Meetings

Face-to-face meetings can seem daunting at first, but with the right mind-set and preparation they can become a beneficial tool to solidifying a client. According to a study by Oxford Economics USA, in-person meetings are far more effective than virtual meetings, especially with prospective customers. 

The 5 Tips for Meeting a Client In Person

As a freelancer, there are specific rules and tips that can help make your meeting a successful one:

1. Meet on your own terms. Meeting with a client on their turf can be hectic, running from one building to the next, hunting for parking. We, as designers, know this pain all too well. With this type of stress, the meeting is off on the wrong foot before it even begins! Finding the right place close by or inviting the clients to your office eliminates this issue. In a comfortable, familiar space, you will be more calm, focused and collected.

2. Create an agenda. Particularly with new clients, creating a pre-determined plan of discussion can keep the meeting on track and focused. As a designer, you must wear multiple hats. Staying organized, controlling the floor, and executing your set topics will allow for a clear, productive and fluid meeting.

3. Stay honest. With new or prospective clients, its safe to assume you are not the only designer they have spoke to or worked with. Remember that it is not just your skill set that solidifies a client, its you. Staying honest about billing, hours, etc., gives your client a reason to trust you and return. Half of my clients have either gotten burned or cheated by a previous designer. Being honest will go along way with your clients. 

4. Leave with a smile. Talking details and terms are important, but so is connecting with your clients. If appropriate, don’t be afraid to laugh or lighten the mood. Meetings can be stuffy, but the more you open up and connect with your client the more enjoyable and memorable it can be for both parties. Leaving with a smile can set the tone in a positive direction for the working relationship.

5. Bill for your time. Smart pricing practices dictate that you include travel and meeting time in your estimate and invoice. Make sure your client respects your time and yourself. 

Conclusion

In reality, meeting in person isn’t possible all the time. With today’s technology, you could have a client halfway around the world. Thankfully, with light modifications, these 5 tips can still be useful. But, when the opportunity arises, meeting in person will be more beneficial than any virtual option would. The human connection is non-replaceable. So remember, to lead with a handshake and leave with a smile!