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Client Onboarding: Part 3 – The Client Meeting – RD162

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Synopsis

Are you ready for your next client meeting? In part 2 of the Client Onboarding process, I told you all about the intro packet and how it’s the foundation for setting expectations going forward with your client relationship. If the intro packet is the foundation, then the client meeting is the framing, or structure if you will. Think of the client meeting like a job interview, which in a way it is. You are interviewing the client, and the client is interviewing you. This meeting is less about the design project and more about discovering if this client is someone with whom you want to have a working relationship. Both parties need to feel comfortable working with each other before anything else can proceed. Don’t mistake this first client meeting for a discovery meeting. Don’t get me wrong, you'll get a lot of answers to your discovery questions during this first client meeting, but that’s not the purpose of this meeting. The real discovery process comes after you've received the signed contracts and deposits.