How should you prepare for a customer consultation? Have a pen and an intake form along with any brochures, photos, and items supplied by the supplier or manufactured at the beauty salon. Instead, approach the query as a conversation and try to build a relationship with the customer through that conversation. Try to listen well when the customer is speaking, focus on their concerns and questions. Take time to get to know the customer as a person and understand their motivations and values before moving forward with the sale.
Top 10 ProcessMaker alternatives in 2025. For example, what questions are they going to ask you? Are they going to put you in trouble? The best thing to do is to be confident (that's easier said than done, right?). If you're confident, or at least pretending to be, you can steer the conversation in the direction you want it to go, answer questions with certainty, and give the impression that you really know what you're doing. It probably seems like a no-brainer, but it's a lifesaver. When you're done with the call, continue taking notes.
Write down everything you can remember about the conversation while it's still fresh in your brain. In your notes, you should write down any questions you want to ask this customer, because as I said before, it's easy to forget things when you're in a potentially stressful situation. In addition to asking them personalized questions based on the research you've done, I also have a standard list of questions that I ask each client. If you're new to this, you might not yet know what the most frequently asked questions will be. However, a good way to prepare for these questions would be to think about your business and become familiar with all aspects of it.
Questions like these are quite common, and since it's your business, you're expected to answer them with confidence. Before exploring the ins and outs of the customer consultation meeting, it may help to first consider your current process for nurturing potential customers. Answering questions about pricing can be a little tricky if you make personalized quotes for everyone, and customers often understand this. Whether you create websites as a hobby or you already have a few clients, this book is the definitive resource for starting and running a profitable web design business.
If they have booked a consultation with you and have not provided you with any information, I recommend that you send them an email asking for more details, so that you can have a better view of the project and arrive at the consultation prepared. And it's okay if you refer to your notes, once again, this shows the customer that you're ready for the call, that it seems organized and professional. If you need a little more help accepting the challenge and surprising your potential client, get my FREE tool An Initial Checklist for Meetings with Prospects, which will help you prepare step by step for your meeting. A thorough consultation can help you identify the right products and services for each customer, establish valuable customer relationships, and even increase sales of services.
Ultimately, preparing for this meeting with a client values your time, both for the meeting itself and for the potential future project. A consultation form gives you a valuable advantage when preparing for the meeting, and you can incorporate it directly into your content marketing funnel or sales funnel. Offering a consultation to prospective web design clients is a great way to establish a relationship from the start.
