Review client details

Check client info and preferences.

Prepare product samples

Ensure samples and materials are ready.

Brush up on product knowledge

Review key features and benefits.

Confirm meeting details

Double-check the time and location.

Greet and build rapport

Start with a friendly greeting.

Present product benefits

Highlight key product features.

Address client questions

Provide clear answers.

Ensure compliance

Follow legal guidelines.

Document key points

Write important discussion points.

Schedule follow-up

Arrange a follow-up if needed.

Update CRM

Log meeting details.

Track promises made

Follow up on any promises.