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This week I’m traveling to meet with a new client. Getting a chance to engage with clients is one of my most enjoyable and important responsibilities at ABR. This week we’ll be kicking off a new project and conducting a working session with stakeholders in the organization. While this is a critical step in our process, we rarely get a chance to hold these meetings on-site with a client. In preparation for this meeting, our internal team has been working to determine resources, preparing for the official project kick-off, creating an agenda for the meeting, and working with our contact to understand our role to support the working session.
When you think about new client engagement, what are your critical success factors?
