Question

Topic: Branding

Initial Meeting With A New Client.-how To Prepare?

Posted by Anonymous on 125 Points
Hello All:
I am a sole proprietor, of a PR/Marketing/Events Planning boutique firm in NY, presently working from Home. I am meeting with a NEW client this week. I have experience doing PRand Marketing work for authors, screenwriters, book publishing companies, fashion designers, to name a few of my previous projects, but have NEVER done any PR and/or Marketing for a restaurant. I am fairly new to this business. I am learning daily. My question is What should I have prepared for an initial meeting with a NEW client? In the past I have walked into an intial meeting with a notepad and some ideas. Should I have something prepared in writing (a presentation of sorts) before really having an idea what the client expects of my company, or can that be presented during the second/follow-up meeting?
Thanks in advance for your help.


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RESPONSES

  • Posted on Author
    Thanks Laura!
    Looks like I have been doing the right thing thus far.. phew That's a relief to hear. Thanks also for the marketing packet idea. I will get that together and bring that with me accordingly. Awesome!

  • Posted by Peter (henna gaijin) on Accepted
    I would also search questions (link in the menu bar to the right, not the search entry in the blue bar at top) and enter the term "restaurant". This will bring up prior questions on restaurants. Read through these so you can get a good feel for the type of issues that restaurants have, and the marketing that is done for restaurants.
  • Posted by ReadCopy on Accepted
    Its a two phase approach, how I work it is:

    1. Understand as much as I can about the business, market, recent developments, and the decision makers

    2. Be open to anything (do not have any preconcieved ideas about what any potential client may want from you)

    Whilst you are face to face with your client, try to understand what their need is, remember people tend to buy because of an emotional requirement (i.e. Ego, Power, Profit, Survival, Need to Win, Status, Self Improvement etc), try to understand that and satisfy it.

    I always like to come away with a profile of the business:

    Who they are location, address, contact details etc
    Number of locations, where?
    Number fo employees
    Structure of business
    Primary products/services
    Major customers
    Important business issues
    Mission statement
    Specific needs of business
    Emotional trigger(s)
    Goals

    Then I would prepare a short action plan based on this information.

    All this does is allow you to focus on whats important.

    Good Luck
  • Posted on Accepted
    Laura and Andrew made some great suggestions. If you've marketed businesses before, the restaurant business is not really that different from any other business which depends heavily on repeat business and good word-of-mouth from satisfied customers.

    But before I asked them about the mundane essentials (location, employees, etc.), I'd want them to tell me about their concerns about their direct competition and their view of their market position. If they have a good idea about these, the rest will fall into place (your next questions and possible missing research to be done later). Chances are they know who their rivals are, but are looking to you to help them pull in customers and make a name for themselves in their niche.

    Trust your instincts, listen well and take notes. Your close for the meeting should be along the lines of clarifying your next steps and what they can be doing before your next meeting.

    Good Luck,
    Debi Brady, Technical Writing & Marketing Consultant
  • Posted by mgoodman on Accepted
    There are three things you must do to prepare for your meeting: (1) Research, (2) Research, and (3) Research.

    You need to walk into the meeting knowing more about the marketing opportunities for the target client than the client knows him/herself.

    Talk to people who live in the area and ask them which are their favorite restaurants (and why), how often they eat out, how they decide on which restaurant to go to, what annoys them about restaurants, what they'd like to see in a restaurant that they can't find now, etc.

    Then talk to the people who supply restaurants, food critics in the area, cab drivers, hotel staff (who recommend restaurants), etc. Ask them all high-gain questions, listen to their answers, and take detailed notes.

    Be creative. Maybe you can talk to the wait staff at some competitive restaurants and ask them what they like about the place they work. What other restaurants in the area are pretty good, and why? Etc.

    If you do a good job of this, you can go into the meeting with information that's of real value to the target. Your mini-situation analysis will demonstrate the thoroughness you bring to the task. And you'll find that the target restauranteur will open up and share his/her own views, needs, biases, and opinions much more easily. You'll have established a kind of credibility that can't be acquired any other way.

    Good luck.

    P.S. Feel free to take the easy road and ignore the research phase. Just don't expect a high closing rate.
  • Posted by mgoodman on Member
    Saun,

    As I recommended to you in another response, you really need to get a copy of Rasputin For Hire : An inside look at management consulting between jobs or as a second career. I'm recommending it not because I get anything out of it (though I do), but because the book explains the importance of the research phase ... for many reasons, not the least of which is bringing real value to the initial meeting.

    Check out the book at www.rasputinforhire.com . It's available at Amazon.com, bn.com, through most bookstores in the US, or on the
    Posted on Author
    Thank you all for your great advice. I'm off to purchase Rasputin for Hire... I def. feel I will be empowered at my first meeting with this new client.
    You all are GREAT!!

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