How to Conduct Business When You Are Unable to Meet in Person

You want to meet with an important client, but they are three states away, or perhaps even overseas, but somehow, you’ve still got to make it happen. It won’t be as easy as merely sitting at a table and talking it out, but it can even occur. Here’s how you can make it work:

Share the Documents

Usually, you’d make them sit across the table in front of you so that you can interact easily. But it is time for you to get creative. If there’s some contract or essential document that your client must sign or read, consider sending it using a virtual data room. A virtual data room is a safe and secure way to enable everyone to access the same documents. Your client might even be impressed that you’ve found such a unique way to ensure that you win their approval. Do your research and pick the right virtual data rooms, and then show your client just how important their business is to you.

Virtual Meeting

This option seems immediately apparent. In the ever-changing world of technology, there are a host of options to see your client and speak with them even if they are far away. You can do this through a Skype call or FaceTime.

Whatever method you use, be sure that your WiFi connection is stable and that you’re either at your office or a place that is as professional and quiet as your office. You want to give the impression that this meeting is important to you even if you’re not physically present with your client. Professionalism is everything, so ensure that your attire is professional and that anyone who should be involved in the meeting is present in the office with you.

Use an Agent

If everything else fails, consider sending someone you trust to visit your client or ask your client if they would be willing to send a trustworthy person to you. Though the situation is not ideal, it happens all the time in the world of business.

Important people are often busy, so they send someone else to handle the meeting for them. If your client agrees to this, be sure to treat the representing person similar to how you would treat your client. He is an extension of your client, and the way you deal with him will be as if you’ve dealt with your client.

However, don’t go overboard with it. The agent will know if you’re just trying to win him over – just as your client would have figured it out – so, be generous, but modest. And when it is time to get down to business, don’t go easy on them. They’ll be informed and ready to negotiate on behalf of their client, so you should be prepared too.

Despite all of the advancing technology that makes it easier to be anywhere at any time, nobody enjoys conducting business remotely. It’s always better to conduct business face-to-face where you can read body language and make use of your environment to help seal the deal. However, it’s not always possible. So if you find yourself about to lose out on a client because of the distance factor, consider one or all of the methods above to help you get their signatures on the dotted line.