Objectives

1. Why client meetings are important 2. Asking for meeting 3. How to prepare for your meeting 4. The meeting structure

  • 1

    Instructions for this course

    • Welcome to the course!
  • 2

    What do you want from this course?

    • Before we begin...
  • 3

    Let's get started!

    • Conducting a Client Visit (Part 1) - The Training Video

    • Test your learning
  • 4

    Next Steps...

    • Congrats! Here's what's next...

    • Conducting a Client Visit (Part 1) - PowerPoint Presentation of the course

    • A copy of the test with a full explanation to all questions - This will help with your understanding and development.

    • Before you go...

Checklist

This course is aimed at beginners and established consultants looking to improve their skill set. You can learn as a group or as an individual.

  • Have a pen and paper ready, if you are working as a group a whiteboard or flip chart is required as you will be asked to debate questions and write down your answers

  • Have open mind and don't be afraid to ask questions of each other as group or challenge your own knowledge

  • This course will take between 20 and 30 minutes, try complete it in one sitting in an environment conducive to learning