You’re hosting an online meeting with a new client. How can you make a great first impression?

1 Choose the right platform

The first step is to choose the right platform for your online meeting. There are many options available, such as Zoom, Skype, Google Meet, or Microsoft Teams, but you need to consider the features, compatibility, security, and cost of each one. You also need to make sure that your client has access to the same platform and knows how to use it. Communicate with your client in advance and agree on the best platform for your meeting. Test your connection, audio, and video quality before the meeting and troubleshoot any issues.

2 Set the agenda and objectives

The second step is to set the agenda and objectives for your online meeting. You want to have a clear and concise outline of what you want to achieve, how long the meeting will last, and what topics you will cover. You also want to share this agenda with your client beforehand and ask for their feedback and input. This will help you align your expectations, avoid confusion, and show your respect for their time and interests.

3 Dress and act professionally

The third step is to dress and act professionally during your online meeting. Even though you are not meeting in person, you still need to make a good visual impression and convey your credibility and competence. Dress appropriately for your industry and culture, avoid distracting backgrounds and noises, and maintain eye contact and a friendly smile. You also need to act professionally by being punctual, polite, attentive, and responsive. Avoid multitasking, interrupting, or dominating the conversation. Listen actively, ask open-ended questions, and show your enthusiasm and appreciation.

4 Showcase your value proposition

The fourth step is to showcase your value proposition during your online meeting. You want to demonstrate how you can help your client solve their problems, achieve their goals, or improve their situation. You also want to differentiate yourself from your competitors and highlight your unique strengths and benefits. Use relevant examples, stories, testimonials, or data to support your claims and show your results. Avoid jargon, technical terms, or acronyms that your client may not understand. Focus on the benefits, not the features, of your solution.

5 Invite feedback and follow up

The fifth step is to invite feedback and follow up after your online meeting. You want to encourage your client to share their thoughts, opinions, and questions about your presentation and proposal. You also want to address any concerns or objections they may have and overcome them with confidence and clarity. Thank them for their time and attention and summarize the main points and action items of the meeting. Follow up with an email or a call within 24 hours and restate your value proposition, remind them of the next steps, and ask for their commitment or decision.

6 Review and improve

The sixth step is to review and improve your online meeting skills. You want to evaluate your performance and identify your strengths and weaknesses. You also want to ask for feedback from your client, your colleagues, or your manager and learn from their suggestions and criticisms. Keep track of your results and outcomes and measure your success and progress. Seek opportunities to improve your online meeting skills and practice them regularly. Remember that online meetings are not only a way to communicate, but also a way to build relationships and trust with your clients.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?