meeting the client
set up
Send a friendly confirmation text message to confirm the meeting and to express how you enjoyed the phone call
Send a calendar invite to the client for this meeting
Goals
Create a consultative approach to the client’s needs
Find potential project-related issues
Measure all items that you are able and take notes
Talk to client and make a friend
Appearance
Clean and well put together
Company shirt
Nice shoes
Nice looking hair
Information to gather
Ceiling heights
Applicable door openings
Square footage of rooms
All of clients needs and desires for the project
Items to bring
Business Cards
Tape Measure
Laser Measure
Mobile Phone for photos
Notepad (or notes on phone)