Boardroom Basics

6 Strategies for Impressing Clients in the Boardroom

The Six P’s of Running a Great Meeting

Your effectiveness in the boardroom can make or break your success in the world of business. So, what’s the secret to holding legendary meetings? Well, it starts with knowing how to make a good impression on each and every client you meet. 

Here’s some helpful tips to help you navigate the boardroom so you can always make a favorable impression on your clients. 

Personal – Relax and Be Yourself 

Meeting new clients, closing big deals and planning out your future can really put the pressure on. So when you’re preparing for a big meeting, remember to take a few deep breaths and relax. If you’re comfortable and at ease during the meeting, your clients will be too. 

If you find yourself experiencing stress and anxiety prior to a boardroom meeting, experiment with different relaxation techniques until you find one that’s right for you. 

Preparation – Do Your Research 

Every boardroom meeting you hold should be customized for each client. Take the time to learn about your client and their needs before sitting down for a face-to-face. This will let them know you have their best interest at heart, and they will appreciate you going the extra mile for them. 

Probe – Ask Questions 

Before meeting with a client, jot down a short list of questions you want to ask them. This will not only allow you to provide the best possible service to each customer, but it will show clients you are truly interested in them as both a person and a customer. 

Just be careful not to bombard them with a Q & A as soon as they walk through the door. Take a few minutes to engage in some thoughtful small talk to set a relaxing and friendly mood. 

Use a Professional Space 

Holding meetings at Starbucks doesn’t exactly scream “professional”. But if you’re like many entrepreneurs and solo professionals, renting a full-time office space might not be a realistic or logical option for your business. Don’t worry, the virtual office makes renting a professional and fully-furnished boardroom easier and more affordable than ever. 

Signing up for a virtual office in Lakewood, CO is as quick and simple as it gets. Just find the location nearest you and choose which services are a good fit for you and your company. As soon as you sign up for services, you will gain full access to private office space, conference rooms and everything else you need to take your business to the next level. 

Polish – Keep Records

A lot of information is exchanged during a typical boardroom meeting. It’s very important to keep a record of what is discussed during each conference.

This doesn’t have to be overly complicated however, a simple pad and paper will do. Or you could even use a recording app on your phone to keep an audio record of your time in the boardroom. 

Period – End it on a High Note 

At the end of each meeting, ask your clients if they have any questions about the information you went over. This will put their mind at ease by giving them the chance to voice any concerns they might have. And, of course, make sure to thank them for taking the time to meet with you. 

Key Takeaway 

The boardroom is where dreams come true, but it can also be your worst nightmare if you do not take the time to properly prepare beforehand.

Hoping to make a great first impression on your clients isn’t enough, you need a clear plan and the confidence to pull it off. Follow the tips listed above to become the boardroom leader you were meant to be.