Prepping for Success and the Client Meeting
client meeting prep Latin Business Today

What to do and what not to do are both crucial to the success or failure of a client meeting.


As the Design Director for my company, I find my daily tasks split along two lines.

One half of the time is spent behind the scenes researching fashion trends and working with my design team to help develop new product for our accounts. The other half is spent out in front and working with already existing accounts and acquiring new ones.

During my ‘Market’ weeks I must be fully prepared with information to share about emerging fashion trends, market intelligence, business trends, etc.

During my day I am involved in many client meetings that include presidents of companies, celebrities, high-level management teams, and product development/buying teams. In my experience in all of these types of situations I have found that it doesn’t matter who you are meeting with, the same key ingredients are necessary to have a successful meeting.

Know Your Client and Recognize Your Goal

Successful meetings start with the preparation before the meeting.

At my company we typically say that the prep work is about 90% of the meeting. Don’’t fool yourself into thinking that you can quickly prepare for a meeting a few hours in advance and achieve amazing results.


The more time you have for preparation the better.

You will often require facts and data that involves some research such as sales data, demographic information, specific product to pitch, materials such as video materials and an appropriate meeting space.

In my line of work I have learned that paying attention to the details including the aesthetic details in the space, such as signage, food, and other items such as do you need to provide take-away materials?

Doing as much background research as possible on your client so you are as knowledgeable as possible about them is always a good idea. It is important to leave no detail overlooked.

Goals and Agendas

It is also important to know your end goal for each meeting.

Consider if you desire someone to take immediate buying action, are you hoping that you can move to the next steps of having a secondary meeting with higher-level management or with the actual people who can execute on your initiative. Do you want to express your company’s full range of capabilities?

Know what you want to achieve so that you can prepare a meeting agenda to structure the topics for discussion at the meeting.

This will keep everyone comfortable throughout the meeting and help to manage time. You will also know when the meeting is complete, if it was a success.

Practice with Flexibility

Share your meeting agenda with your team who will be in attendance to ensure everyone has a clear vision of their role during the meeting.

Practice running the agenda with your team so you are fluent in how you want the meeting to run. Your agenda is a general guideline but sometimes things change up so be flexible in how you maneuver through topics.

The more you practice with your team, the more effortless it becomes in handing over a question to the person who can best answer. And sometimes the best answer is –“I’m not sure. I’ll have to look into that and get back to you”.

Don’’t ever try to make up an answer to something that you don’t know.

Next page- Lessons Learned The Hard Way— 3 Things Not To Do



The Protection of Consumers’ Online Privacy: A Revolution in Rights

The Protection of Consumers’ Online Privacy: A Revolution in Rights

The seven elements of the Consumer’s “Privacy Rights?” In our last article, we discussed the revolutionary changes in privacy law that have occurred in the last few years stemming from the advent of the European Data Protection Regulation (“GDPR”) and the recent...

The Art of Marketing: The Client Is King 

The Art of Marketing: The Client Is King 

Four key reasons you should always put the client first: The most important principle of any successful marketing and/or sales effort is this: The Client is King. All of the marketing channels, press, events, campaigns, advertisements and posts you’re churning out...

3 Tips on Social Networks Vital for Business

3 Tips on Social Networks Vital for Business

Social networks provide a wealth of information and the opportunity to extend your reach for very little financial investment. Your Activity in Social Networks Can Be Good for Your Business Whether by blogging, tweeting, posting, linking in or any of the other social...

Video Gallery


Sign Up for the Latin Biz Today Newsletter

PR Newswire

Featured Authors






My Unusual Path to Launch a New Business

My Unusual Path to Launch a New Business

Understanding the value of stepping away from a large corporation to build my Hispanic business This is my entrepreneurial story. Like many Hispanic businesspeople Fortune 500 companies are great to work with until they interfere with your core values. That's the...

Latin Biz Today Salutes Our Veterans

Latin Biz Today Salutes Our Veterans

Many Hispanic veterans played a vital role in protecting democracy and keeping our nation safe Today we honor veterans and active duty military personnel for their sacrifices and contributions to keeping the world safe. Here are several examples of Hispanic veterans...






Work, Life & Culture


Health & Fitness

Travel & Destinations

Personal Blogs

Pin It on Pinterest