← All workflows · Find clients
Find clients · No. 4
Ten minutes before a client meeting: one page on who they are, what they're working on, and five questions to ask
- The problem
- Meeting booked, no time to prep, and halfway through you find out what they actually do.
- Before
- A quick scroll through their WeChat Moments on the way.
- Now
- Give it the name, company and website. Ten minutes later, one page: who they are, what the company is busy with, what they might care about, five questions worth asking.
- You do
- What you ask and how far you take it is up to you.
- Runs
- When you say “look them up”
- Tools
- ChatGPT or Claude
Knowing what they care about beats being a smooth talker.