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Sealing The Deal Over The Business Meal
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Taking clients to breakfast, lunch or dinner has long been an effective way
to build relationships, make the sale or seal the deal. Learn a few
basic rules to make the experience pleasurable and profitable.
by
Lydia Ramsey
Contributing Authors
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Doing business over meals is a ritual that has existed for centuries. Taking
clients to breakfast, lunch or dinner has long been an effective way to
build relationships, make the sale or seal the deal. These business meals
are essentially business meetings. Knowledge of your product or your service
is crucial to the success of the meeting, but so are your manners. Too many
people jeopardize an opportunity because they fail to use good dining
etiquette. Here are a few basic rules to make the experience pleasurable and
profitable.
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Know your duties as the host.
You are in charge. It is up to you to see that things go well and that your
guests are comfortable. You need to attend to every detail from extending
the invitation to paying the bill.
Plan ahead when you issue the invitation.
Allow a week for a business dinner and three days for lunch. Be certain that
the date works for you. That might sound obvious, but if you have to cancel
or postpone, you can look disorganized and disrespectful of your clients'
time.
Select a restaurant that you know, preferably
one where you are known .
This is no time to try out the latest hot spot. Being confident of the
quality of the food and service leaves you free to focus on business.
Consider the atmosphere.
Does it lend itself to conversation and discussion? If you and your clients
can't hear each other over the roar of the diners and dishes, you will have
wasted your time and money.
When you make your reservation, let the staff
know that you will be dining with clients.
If your guests suggest a restaurant new to you (perhaps you are hosting
clients out-of-town), call ahead and speak with the maitre'd. Make it clear
that you will be having an important business meal and picking up the check.
Confirm the meal appointment with your clients
the day before
if you are meeting for breakfast or that day if you are having lunch or
dinner. Things do happen and mix-ups occur.
Arrive early so you can attend to last minute
details . This is
the perfect time to give your credit card to the maitre'd and avoid the
awkwardness that seems to accompany the arrival of the bill.
Take charge of the seating.
Your guests should have the prime seats-the ones with the view. As the host,
take the least desirable spot-the one facing the wall, the kitchen or the
restrooms.
Beyond being polite, where you seat your guests
is strategic.
When you are entertaining one client, sit next to each at a right angle
rather than across the table. With two clients, put one across from you and
the other to your side. If you sit between them, you will look as if you are
watching a match at Wimbledon as you try to follow the conversation.
Allow your guests to order first.
You might suggest certain dishes to be helpful. By recommending specific
items, you are indicating a price range. Order as many courses as your
guests, no more and no less, to facilitate the flow of the meal. It is
awkward if one of you orders an appetizer or dessert and the others do not.
As the host, you are the one who decides when to
start discussing business.
That will depend on a number of factors such as the time of day and how well
you know your clients. At breakfast, time is short so get down to business
quickly. At lunch, wait until you have ordered so you won't be interrupted.
Dinner, the more social occasion, is a time for rapport building. Limit the
business talk and do it after the main course is completed.
When you know your clients well, you have more
of a basis for small talk.
However, because you have established a business friendship, you can
eliminate some of the chitchat when time is an issue. When you don't know
your clients well, spend more time getting acquainted before launching your
shoptalk.
Sometimes you simply need to use your own
judgment
about when to get down to business, realizing that if you wait too long,
your clients may start to wonder why they were invited. If you begin too
early in the meal, your guests might suspect that you are more interested in
their money than you are in them.
Keep an eye on the time ,
but don't let your guests see you checking your watch. Breakfast should
typically last an hour; lunch an hour and a half. Wrap up your business
dinner in two to three hours, no more.
Handle any disasters with grace.
With all your attention to detail, things can still go wrong. The food may
not be up to your standards, the waiter might be rude or the people at the
next table boisterous and out of control. Whatever happens, make sure you
are not the one to lose control. Excuse yourself to discuss any problems
with the staff. Your guests will feel uncomfortable if you complain in front
of or to them.
Limit the amount of alcohol you drink at the
business meal.
The three Martini lunch is mostly a thing of the past. However, cocktails
and wine are still part of the business dinner. Since alcohol can have the
same effect as truth serum, keep your consumption to one or two glasses.
When guests are drinking liberally and you sense trouble, excuse yourself
and discreetly ask the server to hold back on refilling the wine glasses or
offering another cocktail.
Your conduct over the meal will determine your professional success. If
you pay attention to the details and make every effort to see that your
clients have a pleasant experience, they will assume that you will handle
their business the same way. Before long you could have them eating out of
your hand.
(c) 2005, Lydia Ramsey. All rights in all media reserved.
Lydia Ramsey is a business etiquette expert, professional speaker,
corporate trainer and author of MANNERS THAT SELL - ADDING THE POLISH THAT
BUILDS PROFITS. She has been quoted or featured in The New York Times,
Investors' Business Daily, Entrepreneur, Inc., Real Simple and Woman's Day.
For more information about her programs, products and services, e-mail her
at lydia@mannersthatsell.com or visit her web site http://www.mannersthatsell.com
April 2, 2005
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