How often do things go exactly as planned? For the other 99% of the time, read below.
Confirm the meeting a day in advance
There were a few times early in my career that I would show up for a meeting only to find out that the client forgot about it. Or maybe something came up, and they couldn’t meet with me. One time they didn’t even realize they agreed to meet with me. Then I started to confirm the meeting by email the day before. In the email, state the time and place and ask the client to confirm. Propose an agenda to ensure alignment with the client’s expectations for the meeting.
Directions & pre-meeting place (hotel, coffee shop, etc)
I know you’re probably using a fantastic GPS app that will ensure you don’t get lost. Phones die, apps crash, and GPS fails from time to time. Don’t take a chance. Going online to search for directions will also allow you to find a place to meet your colleagues or hang out before the meeting if you arrive early. And by the way, always plan to arrive early and plan for traffic. Keep the client’s contact information with you in case you’re running late.
Have your presentation in multiple forms (laptop/tablet/print/flash drive/cloud)
Have the material that you plan to show the client available on your tablet, printed out, and maybe even on your laptop. I don’t like using printouts, but if my tablet fails, I need a backup plan. If you’re doing a presentation for a group of people, ask your contact if the room has a wall screen. If not, you will need a printout for everyone.
Who will attend?
Find out who will be in attendance and prepare for at least one more person. For instance, if you’re meeting with three people and there is no wall screen in the room, you will need four printed versions of the presentation in addition to one for each person attending from your company.
