🔴 RAW: First Client Meeting— What should you do? AMA w/ Chris Do

How should you prepare to have your first meeting with a prospective client? Are there things you can do to get ready for a client meeting? Do you have a clear agenda or goal for the meeting?

First meeting worksheet (from the Skool). we are working on a new one.

Selling Strategy & Overcoming Objections in Sales:

Annotations
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01:30 Always have a goal, what do you want to get from the meeting?
02:33 A good salesperson seeks to understand the customer's real problem
03:14 Establish Rapport: Be attentive, honest, responsive and curious
04:20 Diagnose: During a client meeting, you're trying to get insight into their business challenges, and customer lives.
06:08 Insight is distilled inspiration
07:00 When the client says I need a new logo, how should you respond?
08:25 Getting to underlying causes: What business objective are we trying to solve?
09:37 Clarifying Business Objectives
10:44 Follow up: What's getting in the way of your objectives?
12:06 Solutions: How can we overcome these obstacles? What needs to happen?
14:04 What metrics will be used to measure the success of this initiative?
16:52 Unspoken Client Objections: If you were to work with us, what would keep you up at night?
18:15 Summary & wrap up
22:15 Thank the client for the opportunity and time.
23:20 Follow-up immediately
24:10 How do you handle unresponsive clients?
25:30 How do you handle a client that sends too many emails?
26:30 When you are in a meeting, what type of notes do you take?
29:33 How do you ask better questions if clients aren't able to communicate their problems?
30:33 How do you manage a client who tries to micromanage you?
32:05 Is it okay to record your meetings with your clients?
33:27 What are the core differences between B2B and B2C clients?
34:22 How do you decline a potential clients low budget?
35:00 How do you find bigger clients than you are currently working with?
36:08 In the first meeting, how do you balance pitching and selling your skills?
37:15 How do you treat clients who come to you as a referral versus seeking them out?
38:16 Is it okay to ask for a budget before you send a bid proposal of your own?
39:30 How often do you check in on a client that's getting a budget nailed down?
40:22 What is a good tone and voice when a client is too hard to handle?
41:49 When a client asks for your rates, how do you spin it to ask them their budget range?
43:05 Join The Futur Pro Group Community
44:00 How do you convince a client to do strategy as a first step?
45:45 Where do your first best meetings take place?
47:06 What are some red flags for potential bad clients?
48:24 How do you not talk like a used car salesman when talking to the client?
51:00 Roleplay: Budget Ranges
53:34 Is there a value in getting to know the client personally?
57:49 Why theFutur Exists
58:30 If you're bidding a job, how do you win out over your competitor?
1:01:06 How do you do business with family and friends?
1:03:25 How do you deal with a client who thinks they know more than you?
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Credits:
Executive Producer– Chris Do
Host– Chris Do
Director– Aaron Szekely
Cinematography– Aaron Szekely
Editor– Aaron Szekely
Annotations– Isaiah Nwukor

Typefaces: Futura, Din
Futur theme song— Adam Sanborne

[kaicheng]

These videos are really addicting. Seriously, I learned way more stuff from this channel than from my university.

[leebuckle]

When you tell yourself that procrastination is okay because you're learning then realise you've not done any work for about 3 hours...

I only stumbled across this channel a week or so ago and I can't stop watching. The only youtube channel where I can sit for more than 10 minutes (usually an hour or more) and be fully engaged the whole time. Great content and very valuable information, love what you are doing here.

[olivermunby]

Literally have my first major client meeting tomorrow. This is perfect, another great video.

[mrkmaker]

"I use pen and paper." 😂 Chris you know that's not what they were asking lol

[pdLIVE]

I stopped counting how often I've already watch this episode. And still, with notes and all the stuff... Everytime I watch it new styles and stuff are popping up in my mind 😁

[pixelandbracket]

Thanks for the answer to my question, I've been getting asked what my rates are a lot on first contact and was really interested in how to turn that around into a budget discussion

[AaronPierson]

This video is worth millions of dollars! For real... 👌🏼

[matthiascieslik]

I really want to thank you for all this information presented in that very sharp way of yours. Better than university ;).

[Marius_Film]

Me: Heads over to town, sees a billboard, reads:

"I don'd believe in billboards" - Chris Do, The Futur

[salsisalama]

Thank you, Chris and the rest of you guys at The Futur. Your videos and tools are so helpful and informative. This video especially, I was looking for something similar to this on your channel earlier this week and this was a gift. Also, your bluntness and straightforward attitude towards everything is so great. Honest and inspirational work.

[devon]

I would love to see a video about a kick-off meeting with a client. The meeting after you've signed a client and you're meeting to get all the details in order before you get started on the work.

[daanmooij]

I get that it is all important, but I like the topics so much, but just don't have time to watch them all till the end. A short recap would be awesome!

[quebrandmedia]

We have received much more knowledge in this content than what we anticipated. Thank you, Futur.

[JhonattanBonillaRamirez]

Hey guys, could you please share the link to the soundtrack at the beginning of the video? Thanks!

[nomitpahuja]

We love you. Thank you so much Chris and the whole futur team <3

[dejongexperiencedesign]

watching this prior to a first client meeting... in about 30 minutes yayyy

[Bingo_Betty]

when you where talking about pitching/elevator pitch, as someone who is just starting out should I have a pitch or show them my portfolio instead? thank you

[designhubcustomapparel]

Thank you for this..I had my first in-person client meeting Friday and I sucked, 😢..I guess the next one will be better..

[Smn]

Really needed this. Awesome stuff. Thanks Chris!

[jonathandilin]

I noticed you said, you typically charge for the Strategy, which is great. Is Strategy & Discovery at the same time or separate? Example • 1: Lead/Cold Call/Lets work together (Free, 5-10 minutes) 2: Discover($$$) 3. Strategy($$$) 4: Design($$$) Etc. or is discovery free was well? It looks like in this model the discovery is not free and you charge for this along with the strategy, but I feel that would be hard breaking into that market initially.