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Questions to ask when meeting the client for the first time over lunch?

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Definitely want to talk shop a bit - how are things at their company (do some research on their company beforehand, see what’s in the news)? Any things they would like to change up in day to day communication (assuming you’re the new agency POC)? But I also like to get personal and try to connect on that level too. Ask about plans for the weekend? Did you do any fun trips/vacations over the summer?

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Hopefully you’ve already established a relationship so you have a sense of the type of person they are. Are they very serious and want to talk shop then lead with that. Or are they friendly and see this as a chance for a nice lunch and conversation then lead with questions that show you care about who they are as a person - interests, family, etc. But at some point make sure you do talk shop either to go over a current project or to assess where other opportunities might be. The fact that you are asking means you care - you’ve got this

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