Question

What key client information should you have before you walk in to meet/assess your client?

Answer 1

Having key client information such as contact details, background information, current situation, expectations, and market knowledge is crucial when meeting/assessing a client.

Step-by-step explanation:

Before meeting/assessing a client, it is important to have key client information to ensure a successful interaction. This includes:

• Contact information: Knowing the client's name, position, and contact details allows for easy communication.
• Background information: Understanding the client's industry, business goals, challenges, and previous interactions helps tailor the meeting to their specific needs.
• Current situation: Familiarizing oneself with the client's current projects, recent developments, and any pressing issues allows for informed discussions and targeted solutions.
• Expectations and objectives: Clarifying the client's expectations and desired outcomes for the meeting helps establish mutual understanding and sets the agenda.
• Competitors and market knowledge: Having knowledge of the client's competitors and the overall market landscape demonstrates preparedness and allows for meaningful insights and suggestions.

Answer 2

There is a few pieces of key information you should have available to you before greeting a new client. Knowing their name, gender, relative age, and reason for visit is helpful and necessary for greeting a new client. If you are greeting a client who is already under observation, having caregivers' previous reports are helpful.