BD tips and insights

By Linda Julian

All important first meetings

November 27, 2013 | Posted in: Business Development Skills | Tags:

When you have an opportunity to meet with a new business or commercial client, be prepared.

Here’s a quick checklist of “homework” for your first meetings.

  • Check out their website
  • Run through background issues on the company, industry, and its competitors
  • Find out, if you can, who currently handles their legal work
  • Think through the legislative, statutory, and regulatory environment they face
  • Try to get some background on the person you’ll be meeting – career and personal background, any mutual acquaintances, any shared experiences
  • List a few questions or issues to explore during your meeting
  • Go in with an open mind, genuinely interested in learning about the client and their business.

You can never be over-prepared – but be ready to be flexible and engaged.

For more help on making the most of first meetings with potential clients, please get in touch

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