Security for Client Meetings

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Meeting new clients is always exciting and nerve-racking at the same time.  We spend so much time promoting ourselves and our business.  Once we have opportunity to actually sit in front of a new client, we want to show them how good we are, how trusting we and more importantly how we can help them and their business.

However, with this excitement comes a more disturbing aspect of business that many of us would rather not discuss.  That of our own security, especially when it comes to meeting people we have never seen or spoken to before.

I have over the years developed a tick list of tasks that need to be undertaken before I visit any new client.  I highly recommend that you also follow this list. 

Before the Meeting

1 Confirm their company is real.
2 Get a contact name, telephone number and email address.
3 Checked their website.
4 Enter their details onto my database.
5 Confirm meeting via email.

Day of the Meeting

1 Check their address.
2 Check directions and journey time.
3 Put security in place for your arrival and departure.
4 On arrival, call/text the security person to say you have arrived.
5 If the meeting is running late, tell your security person.
6 When you have left the meeting, call the security person.
7 Write up notes of the meeting.

 

Security

It is vitally important that all your homework is carried out before any meetings take place.  Your security s paramount.  We cannot express how important it is to let your security person know where you will be, how long you will be there and when you are on your way home.  Give them a copy of your new clients contact name, address, telephone number and email address.  We also recommend that you have a safe word.

If you are in a meeting that you feel is detrimental to your well-being or you are being threatened, ensure your safe word is put into your conformation call/text with your security person.  They should then call the Police with all the relevant information.

To get a FREE copy of your Meeting Security Form click here.

 

 

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