Establish The Terms of Engagement During First Client Meeting

What questions should I ask during the first client meeting? How you respond, during the first critical meeting with a design client, will determine if you will be in a position of power, or struggling to regain authority. Chris & Jose give you a step-by-step on how to handle your first meeting with a client.


03:20 Client Types: The Fisher, Square Pegger, Cost Conscious Penny pincher, Perfect Client
03:25 The Fisher defined (Time waster – no intent to buy)
06:15 Square Pegger defined (Not final decision maker)
07:17 Cost Conscious defined (Views design as commodity)
08:16 Perfect Client defined (They value design at a premium)
11:05 First Meeting Checklist – Anatomy of a meeting
15:32 Ask Clarifying Questions
19:26 Ask what you are looking for in a client?
20:30 How to deal with objections
22:20 Q: How do you win the confidence of the client?
24:45 Law of Contrast
27:37 Q: How to deal with a clients brain dump?
31:33 Q: Any cultural differences in dealing with clients?
32:36 Disqualification close
34:31 Client Types – Role playing

Media Drop

The Win Without Pitching Manifesto – Blair Enns

Download the First Meeting Checklist (Anatomy of a First Meeting)

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Executive Producer– Chris Do
Hosts– Chris Do
Director– Aaron Szekely
Cameraman– Aaron Szekely, Andrew Truong
Producer– Aaron Szekely
Editor– Aaron Szekely
Show Open– designed by William VanSkaik, animated by Bara Kwon
Musical Director– Adam Sanborne



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