5 Client Servicing Pro tips


September 4, 2019

5 Client Servicing Pro tips

Interacting with people can be a very demanding experience. Here are a few pro tips on how to interact with clients.

Humans are complex beings. And not everyone is alike, but there are a few points that apply to every being regardless of how similar or different they are from you.

Hmm, so how do you impress someone you have never met before?

You could always explore their lives on social media, figure out their likes and dislikes. But make sure you don't accidentally mention something deep from their past, it could make things awkward real fast. Also, this would come across as extremely unprofessional behavior.

From my experience in this industry, I have listed out a few points below for your reference on how to create a good first impression with a client. So, let's get right to it!

1. Smile!

This could seem like a minuscule point but trust me when I say this, most of us forget to smile when we greet someone new. We are usually so caught up in our anxiety or anticipation of a meeting that we usually forget to do the most basic thing―which is greet them warmly and smile. A smile could go a long way. Of course, this should also mean that you don't make things creepy and uncomfortable for the opposite person, by smiling too much, and for in-apposite things. 

To add to this note, a quote:

“A smile is the universal welcome.” ― Max Eastman

2. Dress to Impress

Your attire is what defines the mood of the day. Try to strike a perfect balance between a good outfit that can make you feel confident, also an outfit that you’re comfortable in. Don't over think, you don't want to end up looking too done up. A well paired blouse, pants and shoes/A crisp bold colored shirt, formal pants and shoes would make you look responsible and organized. It gives an impression that you are trustworthy. A well thought out outfit will overall give you an air of authoritativeness.

To add to this note, a quote:

"Style is a way to say who you are without having to speak"   ― Rachel Zoe

3. Be on time

If not anything else, punctuality can create a lasting impression on anyone. Coming on time will make it look like you were looking forward to the meeting and have come prepared. The client would be in a better mood if you're on time, rather than having waited for you. Being on time will help you to cut down on stress and make the client feel like they can count on you.

To add to this note, a quote:

“Punctuality is not just limited to arriving at a place at right time, it is also about taking actions at right time.” ― Amit Kalantri

4. Walk them through your process

A client needs to know what your process is, and how do you work. From the number of hours a project will take to an estimate of the amount they would have to spend on the project. It is better to be prepared on what questions the client may or may not ask. If you define your process to the client early in the meeting and assure them that it would work out best then they would be at ease and trust you with the project. The discussion would become seamless and work out in your favor.

To add to this note, a quote:

“Don’t ask. Act! Action will delineate and define you” ― Thomas Jefferson

5. Listen

Sometimes the best ideas come by just listening. When you listen to what a client has to say, you realize how to take the conversation and turn it to your favor. A client might drop a lot of hints as to what he really expects from a project, he may not know how to say it directly. And all it takes from your end is to listen and pick up on those hints. This makes it easier on both of you. The client in turn feels like you understand exactly what he is looking for. It becomes a win-win situation.

To add to this note, a quote:

“The art of conversation is the art of hearing as well as of being heard.” ― William Hazlitt

These are just a few pointers from my end. In time, with experience you will learn that there is a lot more to understanding a client than just a few points. It all comes down to your intuition. How the client makes you feel, and if you’re comfortable working with them and vice versa. If you deem the meeting uncomfortable for either of you on any level my honest advice would be to let go of the account. Discomfort caused by anxiety of it being the first meeting doesn’t count though. You’ve just got to get through that, relax and ace the presentation you have prepared. Confidence is key, more about this on my next blog. Hope this helps!