From Initial Meeting to Profitable Client 2024 - 1 May 2024 (On Demand)


How to run an initial meeting so that your prospective client trusts your expertise and wants to engage you NOW!

An initial meeting with a prospective client can be the key to winning a great client, or a disappointing waste of time. Given the opportunity cost of that time, it’s important that you get it right first time.

The way that you structure the agenda, what you say and how you say it is critical to getting the outcome you want – a profitable easy-to-work-with client.

As a trusted advisor, you need to lead the conversation and set the tone and expectations of the meeting.
In this webinar, you will discover how to:

  • Qualify a new prospective client so you know if they are just kicking tyres or want to get going immediately
  • Communicate the value of your service and not just the price
  • Set expectations of how you work with your very best clients
  • Make an offer with ease and grace by presenting your service as the solution to their problem. It will feel as easy as sharing your phone number.

Attendees will receive a handy script summary as a ready reference for your very next meeting, as well as a bonus report: “How to Confidently Handle the Common Objections of Not Enough Time and Not Enough Money?”


1 May 2024


Attendees will leave this webinar with:

  • Simple scripts with appropriate language for an effective enrolling conversation
  • Skills to qualify your client and discover their needs
  • The confidence to build your roster of ideal clients


This is a practical foundation level webinar suited to service professionals who need to meet with prospective clients, explain what they do, and bring them on as profitable clients.


Dr Abbie Widin, Principal, Go To Market Company.

1 CPD Hour

  • On Demand Event
    • $175.00 Mid-Year On Demand 40% Discount - Apply Promotional Code: MYOD24 $105.00excl. GST
    Complete online in your own time (Self-paced)
    • $175.00 Mid-Year On Demand 40% Discount - Apply Promotional Code: MYOD24 $105.00excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.