How to prepare for an online meeting with a potential client to close a deal?

Learn how to prepare for a successful online meeting with a potential client. Discover tips for setting objectives, creating an agenda, and building rapport to close the deal.

In today's digital age, online meetings have become the norm, and preparing for an online meeting with a potential client requires a different set of skills. To close a deal in a virtual environment, you need to be well-prepared and confident, ensuring you leave a lasting impression on the client.

Before the meeting, make sure your internet connection, audio, and video are working correctly. Test your equipment and ensure you have a backup plan if anything goes wrong.

Familiarise yourself with the virtual platform you'll be using – whether it's Zoom, Skype, or Microsoft Teams. Test your audio plus video settings and practise using the platform's features, like screen sharing and chat.

Create an agenda for the meeting and share it with the client before the meeting. This will help you stay on track and ensure you cover all the necessary topics.

Practise your pitch until it's second nature. Be confident and clear about the benefits of your product or service, and why it's the best fit for their needs. Make sure to highlight your unique selling points and how you can solve their pain points.

Find a quiet place for the meeting where you won't be interrupted by background noise or distractions. Close any unnecessary tabs on your computer and turn off phone notifications.

These simple tips will help you better prepare for any online meeting with a potential client. Remember to stay focused and confident, which already makes you one step closer to closing that deal!

Book a free demo

Find other answers from our knowledgebase

Create your free account

Try the website conversion tools we created for your website.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
“Within six months, we were able to increase our lead generation by 100+ leads every month. It's very easy and convenient, the people are nice, you’ll get answers super fast whenever you need help. The results are good, so try them.”
Olli Pohjonen
Huoneistokeskus