Tip 5 – Introduce yourself! 

This may sound obvious, but it is surprising how often this is skipped. Make sure you let the client know who each of you are, your background and what you do within the company. It’s a good chance to sell yourself, add personality, as well as helping the client understand why you are there and what you would be doing for them. Involve the client in the introductions too- it’s important to know their role and what they do to help shape your questioning and conversation, to ensure it is as relevant as possible to each individual.