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
Tender readability remains a problem for some in the 21st century. I still see submission documents that cling to a handful of really old hat tender presentation and formatting techniques. I suspect this is because some of these ‘rules’ are viewed as being more appropriate to a ‘formal’ style of document such as a tender. […]