Freelance Folder posted an article the other day called 7 reasons not to meet with prospective clients. It was a very well written article that led me to think, maybe most designers don’t know how to run effective meetings? With a downward spiraling economy and the amount of freelance competition out there now, running an effective meeting can be crucial to getting more design work. Here are 7 tips that will help you seal the deal and show your clients you are the person for the job.
1. Prepare Yourself
Know who your prospective client is before you step in the door for a meeting. I can’t stress enough how important the information you find can be. If you get nervous in meetings now you will have something to break the ice with. You may also learn something about their financial status which will help you to know what price is appropriate to charge for your services.
2. Keep Your Body Language In Check
You would be surprised how many people do not understand this technique. The trick is to mimic the person you are meeting with. If they are relaxed and leaning back in their chair, than you need to do the same. When done correctly your client will start to subconsciously feel very comfortable with you, ultimately leading you to be the designer pick of choice.
3. Educate As Much As Possible
This is a helpful tip that will make you stand out over the competition. Most business owners do not understand what us designers do and how we do it. When your clients are educated about your techniques they will not only feel more comfortable with you, but also treat you as an industry professional. This leads to respect and many referrals from the clients friends and family.
4. Treat Your Meeting Like An Interview
This is your only opportunity to win over the client so make it your best attempt. Ask questions, listen, and give out industry info. Just like the interview process, tell your client what services you have done in the past especially if you have worked with other companies in their industry. If their competitors are using your services, then more than likely they will want to use you as well.
5. Sale Yourself And Your Work
Have confidence but do not be arrogant. Show off some of your work and explain your thought process. Your confidence will shine within the way you carry yourself.
6. Show Excitement And Tell Them You Want This Opportunity
Passion and excitement is key. Let the client see how much you love your career of choice. If you are a freelancer you are also the owner of your company. There is a strong understanding between small business owners who are passionate and hardworking. The client will want you to become there designer and closing the deal will be a piece of cake.
7. Thank You’s And Follow-Ups
If you did not close the deal while you were in the meeting that does not mean the company decided to use someone else for the work. Maybe they just need time to think about what they want. Always send a thank you email and follow-up to see what they have decided. Worst case is that they will always know you are professional and are more likely to use your services in the future.
What do you think?
I would love to hear your thoughts on running a successful design meeting. Leave your comments below. Until next time…














Jesse Kade
Dig this, I’m definitely going to put the mimicking body language to use in my next meeting.